Have the ability to assign certain actions to new records, without having to design custom VBA

When we add new records to the database, either Constituent or Participant, we need to add certain actions depending on their Constituent code or participant status. It would be great if we could have actions auto-assigned based on these, instead of having to try to find a way through custom VBA, or the staff having to select the action tracks for each record.

  • Guest
  • Jan 7 2015
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