Use the Comms tab to maintain communications that have been sent to donors and prospects.
Opening the Comms tab
To open the Comms tab:
- Select Module > Community Maintenance from the main menu.
The Set Community Search Criteria window is displayed.
Tip: You can also access the Set Community Search Criteria window by clicking .
- Search for the community member. See Searching for community members (on page ).
The Constits tab of the Community Maintenance window is displayed.
- Click the Comms tab.
The Comms tab of the Community Maintenance window is displayed.
Community Maintenance - Comms tab key fields and buttons
Fields
Field |
Description |
---|---|
Code |
Unique code used to identify the communication. See Maintaining communications in the Development manual. |
Description |
Description of the communication. |
Type |
Type of communication. For example, newsletter or event reminder. |
Method |
Way the communication is to be sent. For example, posted or by email. |
Date / Date Sent |
Date and time of the communication. |
Bulk Added |
Flag is selected if the communication has been added in bulk. |
Joint ID |
Synergetic ID of the person who received the communication as well as the primary contact, if applicable. |
Comment |
Optional comments about the communication. |
Response |
Response of the donor or prospect to the communication sent. |
Buttons
Button |
Description |
---|---|
|
Launch into Communications Maintenance. |
|
Add a new row then input the details of the communication. |
|
Delete the highlighted communication. |