Assigning Moves Management Track
Posted October 15, 2021
Development Full role is required to assign a Moves Management Track.
1. Navigate to Development > Asks > Details > Tracks (or Development > Contacts > Details > Tracks for a Donor level Track).
2. Populate Track Information.
a. Select Track.
b. Specify Assigned To user.
c. Select Person (optional).
d. Enter Note (optional).
3. Click Add.
Note: To create a new track, follow the steps of Creating Moves Management Track.
Note: To manage a track, follow the steps of Managing Moves Management Track.
Related articles
More from the Knowledge Base
Still have questions?
Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.
New to PCR Educator?
If you landed here from a search and want to see what PCR Educator can do, the demo is the fastest way in. Thirty minutes, no commitment.