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After School Activities
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Cafeteria & POS
School CRM
Data Analytics & AI
CMS
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Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
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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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Recording Action using Moves Management Track
Recording Action using Moves Management Track
Recording Action using Moves Management Track
As you mark each scheduled action completed, the system suggests the next follow up action based on the selected
Moves Management Track
.
There are two ways to record an action for a moves management track:
1. Development Dashboard > Calendar Widget, hover over the
Action
and click the hyperlink. You can now complete the existing action and schedule a follow-up action associated with your track.
2.
Ask
> Details > Track
Action
s (or
Contact
> Details > Track
Action
s), click on the
Action
, populate the information, specify the
Follow Up
Action
and click Save.
Note
: Once the Track runs its course, go to the Tracks tab to close the track.
Note
: If the Track results in a donation, you may record the donation on the
Ask
. Follow the steps of
Recording Ask Result
.
Note
: To create a new track, follow the steps of
Creating Moves Management Track
.
Note
: To assign a record to a new track, follow the steps of
Assigning Moves Management Track
.
See also
Assigning Moves Management Track
Creating Moves Management Track
Moves Management Track
Recording Ask Result
Donation
Contact
Action
Course
Ask
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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.