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Action Details

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.

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.