Action Details: Getting Deep With Tasks And Interactions

Where and Who, Specifically. For an interaction, you can now save where you connected with the constituent — which email address, phone number, or location. For an action with an organization constituent, you can now also track who — which of its contacts — to meet with. On an action's record, you can view this information under Action details. (Previously, you could only manage these details from the action's record in the database view.)

Priority. Not all actions are created equal. To help decide which actions to tackle first and which to put on the back burner, you can now choose whether a task or interaction is of High or Low priority. (For an action of "normal" priority, simply don't select either!) You can view the priority of an action in the summary info at the top of its record. (Previously, you could only manage an action's priority from its record in the database view.)

Direction. To help track the context of a phone call, email, or mailing, you can now select whether it's outbound to the constituent or inbound from them to your organization. As inbound interactions often indicate that the constituent already has a personal interest in your organization or mission, you can use that instant momentum to further engage them and build a relationship. On an action's record, you can view its direction under Action details. (Based on conversations with organizations like yours, many already tracked the direction as a custom field or attribute in the database view. Due to this popular demand, now everyone can save this useful information!)

Outcome. For a completed action, you can now answer How did it go? with a simple thumbs up or down. With this pulse-check, you can quickly track the prognosis of the action and help gauge how to follow up. You can view the outcome of a completed action in the summary info at the top of its record. For further context, you can also save notes or attach files or documentation to track additional information about its outcome. (Like Direction, this is another popular detail that many already tracked as a custom field or attribute in the database view!)

For more information about these details and everything else you can track about a task or interaction, see the Action Records Help.