How to Log a Manual Action

Manual actions are for interactions not captured by automation or blueprints. This guide covers logging donations, pledges, and other action types through the manual entry form.

Step 1: Navigate to Actions Module

1. From the main menu, select 'Action +'.
2. The Actions module will pop up.

Location of the Action + button in the toolbar

Step 2: Click the Add Manual Action Button

1. Look for the 'Add Manual Action'.

Basic Information

Start by providing core action details:

Manual action entry form with all required fields

Required Fields

Constituent: Select the person or organization this action is associated with.

Action Type: Choose from 13 types (Donation, Membership, etc.).

Date: When did this action occur? Default is today.

Campaigns: Select any Campaigns for this action.

Notes: Brief note about the action or its context.

Type-Specific Fields

Depending on the action type selected, additional fields appear:

• Donation: Amount, FMV, Tax Deductible Amount
• Membership: Membership Length

Review Before Saving

1. Ensure all required fields are filled.
2. Check for typos or incorrect selections.

Save the Action

1. Click 'Save' at the bottom of the form.

• Tip 1: Use Notes to capture context. Future staff will appreciate clear notes.
• Tip 2: Log actions as soon as possible after they occur for accuracy.
• Tip 3: If you have many similar actions, consider using a Blueprint instead for faster entry.