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 Actions (or Contact > Details > Track Actions), 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.
 
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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