How to Edit or Delete an Action

Mistakes happen. This guide covers how to edit incorrect information in an action or completely remove an action if it was logged in error.

Step 1: Locate the Action

1. Use the Search bar to open a specific Constituent record or navigate to the Actions module to work with multiple Constituents.
2. Search or filter to find the action you need to edit.
3. Click on the action to open.

Action opened to edit

Which Fields Can You Edit?

Most fields in an action can be edited:

• Date of action
• Action Type
• Amount (for financial actions)
• Membership Length (for Membership Payments)
• Volunteer Hours
• Campaigns
• Notes
• File Attachments
• User Assigned
• Linked Constituents

Some Fields May Be Locked

Depending on system permissions:

• Constituent may be locked (to prevent orphaning the record)
• Action Type may be locked (to maintain historical accuracy)
• Integration generated Actions may contain fields that are locked
• Verified actions may require special permissions to edit

Making the Edit

1. Click the field you want to change.
2. Edit the information as needed.
3. For dropdown fields, click and select from the list.
4. For date fields, click and pick a new date.
5. For text fields, clear and type new information.

Before You Save

1. Review all your changes.
2. Ensure new information is accurate and complete.
3. Check that edits are consistent with organizational policies.

Save the Action

1. Click 'Save' button at bottom of the form.
2. System validates changes.
3. If successful, you return to the action detail view in the Constituent profile or Actions reporting module.
4. Updated information is now displayed.

If Changes Are Not Permitted

1. System may show an error message.
2. This usually means the action is verified or locked.
3. Contact your Customer Success Manager to unlock, or delete and recreate the action.

Step 1: Open the Action

1. Navigate to the Actions module.
2. Find and click on the action that you intend to delete.
3. Action detail view opens.

Step 2: Look for Delete Button

1. Look for 'Delete' button in the bottom left corner of the Action record
2. Action is removed from the system.
3. You return to the Actions feed.

Important Notes

Deletion is permanent and cannot be undone:

• The action and all its data are removed
• No audit trail remains of what was deleted
• Consider archiving or marking as 'Do Not Use' instead if available
• Be careful about the nightly sync

Best Practices

For organizations with compliance requirements:

• Log why an action is being edited (use description field)
• Avoid deleting actions; mark them 'Invalid' or 'Erroneous' instead
• Keep original dates and amounts; edit only when truly necessary
• Some organizations require supervisor approval to edit verified actions

• Tip 1: Edit actions promptly when you discover errors.
• Tip 2: Always add a note explaining why an action was edited.