What you can do… | See… |
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View contact information for the primary person or their spouse. | Development Maintenance - Personal tab |
View and maintain the constituencies that the primary contact and their spouse are members of. | Development Maintenance - Constituencies tab |
View and maintain the: - relationships of the primary contact and their spouse
- constituencies that the relations belong to.
| Development Maintenance - Relationships tab |
View the final-year schooling details if either of the primary contact or their spouse is a past student. | Development Maintenance - Past Students tab |
You can: - view the pledges and donations received from the primary contact and/or their spouse
- view outstanding pledges for the primary contact and/or their spouse
- maintain the foundation basis and name.
| Development Maintenance - Giving Summary tab |
You can: - add donations received from the:
- primary contact
- spouse
- primary contact and their spouse jointly
- primary contact and another community member jointly.
- maintain details of donations.
| Development Maintenance - Giving Detail tab |
You can: - add pledges made by the:
- primary contact
- spouse
- primary contact and their spouse jointly
- primary contact and another community member jointly.
- maintain details of pledges.
| Development Maintenance - Pledges tab |
Maintain items of significance that are donated to your organisation and archived. | Development Maintenance - Archives tab |
Track prospective donors against various appeals. | Development Maintenance - Prospect Tracking tab |
Maintain: - communications with donors and prospects that have yet to be sent
- notification methods for the donor or prospect.
Also see Maintaining communications.
| Development Maintenance - Current Comms tab |
Maintain communications that have been sent to donors and prospects. Also see Maintaining communications. | Development Maintenance - Comms tab |
Maintain events that the donor or prospect is attending.
Also, see Events Maintenance - Current Attendees tab to maintain the group of people attending the event. | Development Maintenance - Current Events tab |
View events that the donor or prospect has attended in the past.
Also, see Events Maintenance - Past Attendees tab to maintain the group of people that attended the event in the past. | Development Maintenance - Events tab |
Maintain: - occupation details of the primary contact and their spouse
- contact details during working hours
- education and qualification details of the primary contact and their spouse.
| Development Maintenance - Occupation/Education tab |
Maintain: - general notes about the primary contact or their spouse, for viewing by staff involved with development activities
- biographical notes about their achievements and involvement with your organisation.
| Development Maintenance - Notes/Bio tab |
Maintain confidential notes about the primary contact or their spouse, accessible only by a restricted group at your organisation. | Development Maintenance - Confidential tab |
You can: - view the most recent photo of the donor or prospect
- review the details of when the photo was updated
- flag what permissions have been received to utilise the photo in your organisation's external communications.
| Development Maintenance - Photo tab |
Maintain documents, pictures and spreadsheets relating to the donor. | Development Maintenance - DocMan tab |
Define your own tabs or programs within Synergetic. | Development Maintenance - User Forms tab |
View and maintain: - documents uploaded to the community member's DocMan tab
- correspondence sent to the community member
- emails included from Microsoft Outlook.
| Development Maintenance - Correspondence tab |