Actions are manually logged information to help you stay up to date with your donor interactions.

To log an action on your desktop:

• Click Contacts in the main navigation bar
• Navigate to the contact you want to add an action to
• Click the Action icon
• Enter in the Action Type
  • Call
  • Email
  • Meet
  • Mail
  • Text
  • Other
• Action Result
  • Complete
  • Left Message
  • Needs Followup
  • Call Back
  • Bad Info
  • Other
• Enter in any other action information and click Save

Actions will now appear in the contact history timeline.

To log an action on your mobile device:

Actions can be manually logged in the same way as the desktop version. There are also some quick shortcuts.

• Click Contacts in the main navigation bar
• Navigate to the contact you want to add an action to
• Click the call or text icon
• Your own call/text system will automatically open (text messages will auto drop in your donation page web address)
• An activity will be auto created that you sent a text or made a call. When you complete your activity you can make edits to the notes.