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Institutional Advancement Services

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 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, for other ways of creating this query.

(if any)
(names and IDs)
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short text of note