Action Records

Actions track your interactions and tasks required to cultivate relationships with and secure gifts from constituents. To view detailed information about an action, select its category and type — such as on a record or list — to open its record. From the action record, you can view and manage information about the activity and progress of the task or interaction.

Tip: For information about how to manage records, see Actions.

You can also manage the action from its record, such as to edit its details, add it to a calendar, or mark it as complete.