Actions track the interactions and tasks required to cultivate relationships with — and secure gifts from — constituents. On an action's record, you can view detailed information about the task or interaction under Action details.
For an email, the Email address field displays which of the constituent's email address to contact them at. To email the constituent, select the address to start a message in your default email client.
Tip: On a constituent's record, you can view and manage their available email addresses under Constituent summary. For more information, see Email Addresses.
For a meeting, the Location field displays where it takes place, such as at your organization's offices or a cozy coffee house.
Tip: To track where you meet with constituents, you can set up the available locations from the Action location category in Tables under Configuration in the database view.
For a phone call, the Phone number field displays which of the constituent's numbers to contact them at. To call the constituent on your phone or through Skype or other voice-over-Internet protocol (VoIP) application, select the phone number.
Tip: On a constituent's record, you can view their available phone numbers under Constituent summary. For more information, see Phone Numbers.
For a meeting, phone call, or task, the Time field displays when on the action's date it takes place.
To help track the context of a phone call, email, or mailing, the Direction field displays whether it's outbound to the constituent or inbound from them to your organiization.
Outbound — Your organization contacts the constituent to start the interaction, such as to follow up with an active donor or cold call a prospect based on wealth analysis or research.
Inbound — The constituent reaches out to initiate the interaction with your organization. Given the constituent shows a personal interest in your organization, use this momentum to further engage them and build the relationship.
Note: In the database view, the Outbound or Inbound status appears as a Direction attribute on the action's record.
For an action with an organization constituent, the Contact field displays who to interact with or perform the task for. For more information about a contact, select their name to open their record.
Note: For security reasons, your organization may limit access to information about some constituents. When an action includes a contact you don't have rights to, their name appears as Someone restricted. For more information, see Record Security.
Tip: You can choose whether someone is a contact at an organization in the database view. On the individual's constituent record, add or open the organization on the Relationships tab, and then select Contact under For this organization, this individual is a(n) on the General 1 tab of the relationship record.
To edit these details, select Edit action on the action's record or from its menu in a list of actions, update the information as necessary, and select Save. For more information, see Action Records.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.