Community Maintenance - Comms tab

Use the Comms tab to maintain communications that have been sent to donors and prospects.

 Opening the Comms tab

To open the Comms tab:

  1. 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
    .

  2. Search for the community member. See Searching for community members.
    The Constits tab of the Community Maintenance window is displayed.
  3. 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.

The Communication field is displayed as the Description field in the grid area.

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. See Maintaining communications in the Development manual.

Add a new row then input the details of the communication.

Delete the highlighted communication.