Sneak Peek: Upcoming Action Enhancements!

With actions, you can plan and track all the tasks and interactions required to cultivate relationships with constituents and secure donations. As mentioned in the Discussions board, several enhancements to actions — based on your feedback and requests — are on the horizon, making this feature even more robust and useful. In preparation for their release, enjoy this sneak peek of the new face of actions!

 
With the new version of actions, you'll be able to track all sorts of additional details about tasks and interactions.

• Quickly select the category of action — meeting, phone call, email, mailing, or task — and whether it occurs in the past or future
• The location, phone number, or email address used for an interaction
• Whether the action's of high or low priority
• The direction of an interaction — Inbound from the constituent, or Outbound to them
• Who to contact at an organization constituent
• For a completed action, when it actually happened and its outcome — thumbs up or down

In addition to all these details, you'll still be able to add the action to your calendar and track its type, scheduled date, assigned fundraisers, and related opportunity. For even more detail, you can also save any notes about the task or interaction, attach related files or collateral, and save any specialized information as custom fields. Be on the look out for these enhancements in the blog or an upcoming What's New!