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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
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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