Quick Actions

Quick Actions allows quick access to commonly used functions. From here you can add a contribution or expense, link a record to his/her spouse, combine duplicates, make a record inactive or delete a record (if there is no financial information). You will receive a warning message when making inactive or deleting a record .

Where to find Quick Actions:

1. Go to Add/Search and select either Individual or Organization.

2. Next enter in the name of the individual or organization that you are searching for and click Submit,

3. When the Individual Search Results page comes up, in the results box click on the drop down arrow for Quick Actions

4. There are several options to choose from

•  Add Contribution: Will allow you to record a contribution into an existing record. For other ways how to add a contribution please click here.

•  Add Expense: Will allow you to enter a expense into an existing record. For other ways to add an expense transaction, click here.

•  Link to Spouse: Will link spouse’s record together for reports, letters, etc. For more information how to link spouses please click here.   

•  Combine with Duplicate: Will merge duplicate records into one record. For more information how to Combine Duplicate records, please click here.

•  Make Inactive: Makes the record inactive and no longer part of active searches or reports.

•  Delete Record: Deletes the record from the database.

•  Print Record: Will print a copy of the individual record for you.