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Creating Ask - Individual
Creating Ask - Individual
Creating Ask - Individual
1. Navigate to Development >
Ask
s and click New.
Note
: You can also create an individual
Ask
by going to the Development >
Contact
s screen and clicking the “New” link under the
Ask
column.
2. Enter
Ask
Information.
3. Click Save.
4. Assign
Ask Action
s to the
Ask
if you want to track information related to the ask such as phone calls, emails, or notes.
Note
: To record an
Ask
Result, follow the steps of
Recording Ask Result
.
Note
: To create an
Ask
for multiple records, follow the steps of
Creating Ask - Bulk
.
Note
: To create a
Moves Management Track
for the
Ask
, follow the steps of
Creating Moves Management Track
.
See also
Creating Moves Management Track
Moves Management Track
Recording Ask Result
Creating Ask - Bulk
Creating Ask
Ask Action
Contact
Action
Ask
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.
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