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Action Tracks - functionality

Brianne Wood

Hello,

I have been exploring the action tracks option for our small non-profit. We would ideally like to use this for stewardship and solicitation of donors. I am curious if there are any small non-profits that use this function successfully. I see the potential benefits, but I also see several challenges in the functionality of it.

Appreciate any tips/tricks and guidance on this feature.

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Austen Brown

Hi Brianne Wood‍ - Do you have RE-NXT in addition to database view?

Brianne Wood

Hi Austen,

We have both RE-NXT and the database view.

Kindly,

Brianne

Brianne Wood

Capital Campaign and Project Manager

NHSPCA

Office: 603-772-2921 x150

Austen Brown

My Org does not yet have NXT, but I would recommend you take a look at the "Workflow Designer" within NXT. As I understand it, it is a more robust version of action tracks (in database view).

You may also want to cross-post this question within the RE-NXT section of the RE Forum, so others that utilize Workflow can elaborate the pros and cons.