Raisers Edge Ch5

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CHAPTER 5 ACTION DATE Raiser’s Edge Software Training

description

Chapter 5 for Training

Transcript of Raisers Edge Ch5

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CHAPTER 5ACTION DATE

Raiser’s Edge Software Training

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Recording the Action Date

Record the Date of this ActionThe “Action Date” is the date that the action

was scheduled to occurIt does NOT necessarily have to be the actual

date that the action occurred

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Recording the Action Date

Move your curser to the Action Date area and click on the calendar to select the appropriate date

Action Date Calendar

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Recording the Action Date

You may then record the beginning and ending times for your contact

However, you are NOT required to do this

Record End Time Here

Record Start Time Here