ActionOmatic

Streamlined Action Management

Simplified Viewing and Editing of Actions

ActionOmatic provides a simplified view and ability to edit actions in Raiser’s Edge. This helps everyone in your organization use your systems more effectively with fewer clicks and an improved workflow.

  • Quickly build out major gift action tracks
  • Fundraisers will want to use The Raiser’s Edge® to its full potential
  • Fewer clicks to perform routine tasks in Raiser’s Edge

All Features

  • Provides in-line editing for virtually all fields on the Actions tab
  • Easily link to existing or add new proposals
  • Fewer clicks to perform routine tasks in Raiser's Edge
  • Find actions through searching by notes content
  • Increased visibility by seeing all action-related information in one place
  • Sort and filter actions by nearly any field

ActionOmatic provides a simplified view and ability to edit actions in RE, helping everyone in your organization use your systems more effectively.

Joe Omatic

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