PCR independent school management solution and website
Customer Portal
School Portal
Request Demo
SOLUTION
FAQ
PRICING
EMPLOYMENT
BLOG
SUPPORT
KNOWLEDGE BASE
Admissions
CMS Website
Community Connect
Finance & Student Billing
Fundraising / Development
Student Information
Cafeteria POS
Summer Camp & School
301-947-7380
sales@pcreducator.com
School Information Management System & Website Software
Blog
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
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.
Facebook
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - CFO
Finance - Business Manager
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User