Development Maintenance - Personal tab
- Former user (Deleted)
- Former user (Deleted)
- Former user (Deleted)
- Former user (Deleted)
Use the Personal tab to view contact information for the primary person or their spouse.
Tip: Use the centre splitter .gif)
to display more information for either the primary contact or spouse. See Using the centre splitter.
To open the Personal 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.
The Personal tab of the Development Maintenance window is displayed.
Development Maintenance - Personal tab key fields and buttons
Fields
Field | Description |
|---|---|
Foundation Name | Foundation name for the donor to be known as. It is commonly used if the donor has a trust. |
Buttons
Button | Description |
|---|---|
| Launch Community Maintenance to maintain details for the selected person. For example, update their contact or address details. See Maintaining community members in the Community manual. |
| Click to change the foundation name. |
.png)
.gif)
