Creating new donors and prospects

Owned by Former user (Deleted)
Last updated: Mar 06, 2017 by Former user (Deleted)

To create a new donor or prospect, either:

  • click on the Set Development Search Criteria window
  • click  on the Development Maintenance toolbar
  • select File > New from the main menu
  • right click on the Development Selector grid and select New
  • press Ctrl + N.

Several data input windows follow, depending on your selection of the type of community member on the first window. See the Community creation windows in the Community manual, if you need more information about what to enter when you are creating a new donor or prospect.

Tip: You can navigate between windows using and if required.