(301) 947-7380
99.987%
uptime
·
0
security breaches
·
35+
years in education
·
Built and supported
in the U.S.
Knowledge Base
Support
Client login
Main2026
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact
/
Book a demo
Posted October 15, 2021
Creating Ask - Bulk
1. Navigate to Development -
Contact
s.
2. Select records for which you want to create an
Ask
.
3. Navigate to multi-action >
Ask
s.
4. Enter
Ask
information.
Note
: At this stage, you are entering default values.
5. Click Next and review/modify
Ask
information for each contact.
6. Click Finish.
Note
: To record an
Ask
Result, follow the steps of
Recording Ask Result
.
Note
: To create an
Ask
for an individual record, follow the steps of
Creating Ask - Individual
.
Note
: To create a
Moves Management Track
for the
Ask
, follow the steps of
Creating Moves Management Track
.
See also
Creating Moves Management Track
Creating Ask - Individual
Moves Management Track
Recording Ask Result
Creating Ask
Contact
Action
Ask
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact