CHAPTER 7DETERMINING AND RECORDING APPROPRIATE

ACTION STATUS

Raiser’s Edge Software Training

Action Status

Move and click your mouse over the arrow to the right of the “Status” box

This opens a drop down menu of choicesChoose the appropriate status for the action

Pending = the action has not happened yet Closed = the action is complete Closed with Follow Up Required = THIS action is

closed, but requires further action such as a follow up phone call or E-mail

Action Status

Click here to determine

the appropriate

Action Status

Action Status

If the Action is completed Move and click your mouse in the checkbox to the left

of the “Action Completed on” field Then record the date the action was completed by

clicking your mouse on the calendar to the right of the “Action Completed on” field and select the appropriate date that the action was completed

If the Action is NOT yet completed Leave both of these fields BLANK

Action Status

Click this checkbox

if the Action is

completed

Click on this calendar to select the

appropriate date the

Action was completed

Action Status

Fill in the constituent’s phone number that was used for the Action ONLY IF THIS ACTION WAS A PHONE CALL

Click your mouse on the arrow to the right of the “Phone” field and select the appropriate phone number used for the action

Click here to record the phone number used for the Action, only if this was the method used.