How to add an action?

For the constituent, select Add action.

From a list of constituents, select Add action from the menu for the constituent.

From a list of actions, select Add action and search for the constituent to add the action to.

From the constituent's record, select Add action under Actions or on their full list of actions.

Select the category you want.

In the Type field, choose any additional detail your organization tracks to categorize actions, such as Inquiry or Thank You. For more information, see Action Categories and Types.

Select whether the action is of High or Low priority.

For an interaction with an organization, choose which contact to interact with.

Enter the date and time of the action if you like. This can be in the past or in the future.

Enter any details or description of the action.
- For a short — less than 255 characters — description, enter it in the Summary field or Notes box.
- For a longer description, enter a synopsis in the Summary field and then the full content in the Notes box.

Note: An action's summary appears with a see more link for the full content. If you don't enter a summary, the first 256 characters of the notes appear with the see more link. In the database view, the summary appears in the action's Notepad Description field.

Under Location, you can specify where the action will be or was held. For a reminder of an upcoming action, choose whether to download the appointment as a file to add to your calendar.

Tip: You can specify whether to always download appointments as .ics files or automatically add them to Google Calendar or Microsoft Outlook 365. For more information, see Calendar Appointments.

Under Status, you can select whether the meeting is upcoming, completed, etc. When a meeting is complete, you can select whether it went well or poorly and when it was completed.

Tip: To track the location or other details of a previous action, edit the action after you add it. For more information, see Action Details.

Tip: Your organization can set custom statuses for actions. For more information, see Action Statuses.

Under Assign to, search for and select who did the action.

Tip: If you're the active fundraiser, the action's automatically assigned to you. To quickly assign it to someone else, select them from the suggested fundraisers next to Assign to.

Under Attachments, attach or link to any files — such as a pictures or a contact report — about the action. For more information, see Attachments.

Under Custom fields, save any additional specialized information your organization tracks about actions. For more information, see Custom Fields.

Select Save.