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Chapter 4 of Training
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CHAPTER 4CATEGORIZING THE ACTION
Raiser’s Edge Software Training
Categorizing the Action
Click on the “General” Tab to begin recording the action
General Tab
Categorizing the Action
Select the appropriate category Example: Phone Call, Meeting, Mailing, E-mail,
Talk/Other
Select Category
Here
Categorizing the Action
Specify the ActionPoint and click your mouse over the arrow
next to the “Action Type” category, this pulls down a drop down menu
Select which terms describe your action Example: Cultivation Call or Personal Call
Action Type Drop Down Menu
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