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API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
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Creating Moves Management Track
Creating Moves Management Track
Creating Moves Management Track
Development Full role is required to create a
Moves Management Track
.
1. Navigate to Development > Maintenance > Track Setup.
2. Populate Track information.
a. Enter
Action
Track Name
.
b. Select
Entity Type
.
i.
Donor
refers to a track that is assigned directly to the
Contact
. The purpose of such a track is to gauge interest for a commitment that does not result in a donation such as for a contact's interest in volunteering.
ii.
Donor
Ask
refers to a track that is assigned to an
Ask
. The purpose of such a track is to solicit a donation.
c.
Initial
Action
is the action that starts the track.
Example
: “Major Donor Track Started
.”
3. Click
Add New
.
4. Next to the new Track, click
Update
.
5. Specify the rest of the actions to finish the track.
a.
Previous
Action
refers to the action prior to the one you are adding.
b.
Action
Due In
refers to how many days after the Previous
Action
is the new one assigned.
c.
Repeat checkbox
refers to an action that is repeated multiple times i.e. loop action.
Example
: A phone call action may be repeated if the
Contact
does not answer the first time.
Review a
Sample Ask Moves Management Track
to get an idea about possible tasks and processes.
Note
: To assign a record to a new track, follow the steps of Assigning Moves Management. Track.
Note
: To manage a track, follow the steps of Managing
Moves Management Track
.
See also
Sample Ask Moves Management Track
Moves Management Track
Donation
Contact
Action
Ask
DAT
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Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.