Add a development activity to track appeals against a prospective donor.
Opening the New Activity window
To open the New Activity window:
- Open the Activity sub-tab in Development Maintenance for the appeal. See Development Maintenance - Prospect Tracking - Activity sub-tab (on page ).
The Activity sub-tab of the Development Maintenance window is displayed.
- Click .
The New Activity window is displayed.
New Activity window key fields
Field |
Description |
---|---|
Date |
Date the activity is being undertaken. |
Primary Only |
Whether the activity applies to the primary contact only. The default is to include the spouse in all activities and communications. |
Appeal |
Appeal that the activity is being made in response to. |
Activity |
Type of activity, including whether they have donated or need reminding. For example:
|
Status |
Status of the activity. For example:
|
Follow Up |
Whether to follow up with the prospective donor or not. |
Follow Up Date |
Date to follow up with the prospective donor. |
Comment |
Description of the activity. |
Prospector |
Person communicating with the prospective donor.
|