CHAPTER 3OPENING A NEW BLANK ACTION RECORD

Raiser’s Edge Software Training

New Action Record

Open Raiser’s Edge SoftwareLocate the correct Constituent’s Record

For Example: Cheryl Weissman

New Action Record

You can also locate a Constituent's Record by locating them through their specific ID number that was assigned by the software, if you have it.

New Action Record

Locate and Click on the “Action” Tab at the top of the Record

Action Tab

New Action Record

Once in the “Action” Tab, click on the tab labeled “New Action” You can find this tab in the top left corner of the

“Action” tab

This will open a new blank “Action” Record