Use the Confidential tab to maintain confidential notes about the primary contact or their spouse, accessible only by a restricted group at your organisation.
Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter (on page ).
To open the Confidential tab:
- Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed. - Select the donor or prospect. See Searching for donors and prospects (on page ).
The Personal tab of the Development Maintenance window is displayed. - Click the Confidential tab.
The Confidential tab of the Development Maintenance window is displayed.