raisers edge ch5
Post on 21-Dec-2014
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DESCRIPTION
Chapter 5 for Training
TRANSCRIPT
CHAPTER 5ACTION DATE
Raiser’s Edge Software Training
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
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
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
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