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Donor Action

Posted November 01, 2021
Donor Action
A Donor Action is an Action that captures activity for a Contact. A user must have Development Full and Actions Full roles to create a Donor Action.

Note: To create an Action, follow the steps of Configuring Action.
Note: When a donor action called “Alert” is added to a Contact record, it shows on all pages in the Contact > Details section. This is a great way to track important notes that should be accessible.

See also
Configuring Action    Contact    Action    User   
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