Use the Communications sub-tab of the Current Comms tab to maintain communications with donors and prospects that have yet to be sent.
Also, see the Notification Methods sub-tab to maintain the notification methods for each type of communication. See Development Maintenance - Current Comms tab - Notification Methods sub-tab (on page ).
To maintain communications that have been sent, see:
- Maintaining communications (on page ).
- Development Maintenance - Comms tab (on page ).
Opening the Communications sub-tab
To open the Communications sub-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 Current Comms tab.
The Communications sub-tab of the Current Comms tab of the Development Maintenance window is displayed.
Development Maintenance - Current Comms tab - Communications sub-tab key fields and buttons
Grid area fields
Field |
Description |
---|---|
Code |
Code used to identify the communication. |
Description |
Description for the communication. |
Type |
Type of communication. |
Method |
Method used to send the communication or whether no notification is required. For example, you might communicate by:
|
Date |
Date and time of the communication. |
Primary |
Whether to send communications to the primary contact only. The default is to include the spouse in all communications. |
Bulk Added |
This field is selected if the communication has been added in bulk. |
Fields
The fields displayed correspond to the selected record in the grid area.
Field |
Description |
---|---|
Communication |
Communication with a group of people usually belonging to either a:
|
Date |
Date and time of the communication. |
Bulk Added |
This field is selected if the communication has been added in bulk. |
Primary Only |
Whether to send communications to the primary contact only. The default is to include the spouse in all communications. |
Comment |
Optional comments about the communication to the recipient. |
Method |
Method used to send the communication or whether no notification is required. For example, you might communicate by:
|
Buttons
Button |
Description |
---|---|
|
Launch into Communications Maintenance for the selected communication. |
|
Add a new row then input the details of the current communication with the donor or prospect. |
|
Delete the highlighted current communication to the recipient, before you communicate with them. |