/ Offices/ Advancement Services/Raiser’s Edge Database Requests/Request for Globally Adding Actions

Request for Globally Adding Actions

Advancement Services is happy to globally add Constituent Actions for groups of 10 or more constituents. Please fill out the form below to assist us in the process. Thanks!

Who should receive the Action? Please let us know by creating a query of the persons to receive this Action or by sending an email to lshoup@lclark.edu with an attached spreadsheet listing the constituent IDs of the records to attach the action to. If the list is substantially large, please consult with our Director of Advancement Services (Lauren Shoup, lshoup@lclark.edu) for other ways of creating this query.

All fields marked with asterisk (*) are required.

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Submitted By

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E-Mail Address

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Extension

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Requested By

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Request Title*

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Query Name

(if any)

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Action Category

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Action Type*

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Action Date*

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Solicitors*

(names and IDs)

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Status

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Action Complete?

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If incomplete, Action will be completed on what date?

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Attribute Information

If any

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Action Notepad Date

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Action Notepad Type

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Author

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Title

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Description

short text of note

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Note Text

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