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Chapter 3 for Training
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CHAPTER 3OPENING A NEW BLANK ACTION RECORD
Raiser’s Edge Software Training
New Action Record
Open Raiser’s Edge SoftwareLocate the correct Constituent’s Record
For Example: Cheryl Weissman
New Action Record
You can also locate a Constituent's Record by locating them through their specific ID number that was assigned by the software, if you have it.
New Action Record
Locate and Click on the “Action” Tab at the top of the Record
Action Tab
New Action Record
Once in the “Action” Tab, click on the tab labeled “New Action” You can find this tab in the top left corner of the
“Action” tab
This will open a new blank “Action” Record