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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 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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sales@pcreducator.com
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Administration - Database Manager
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