Searching for donors and prospects

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

Use the Set Development Search Criteria window to search for donors and prospects. See Searching in the Introduction manual for details on how to use the search tools.

Note: If the community member is not found, click to add a new donor or prospect from this window. See Creating new donors and prospects.

 Opening the Set Development Search Criteria window

To open the Set Development Search Criteria window:

  1. Select Module > Development > Development Maintenance from the main menu.
    The Set Development Search Criteria window is displayed.
  2. Type in the information you know about the community member or group.

 


Set Development Search Criteria window key fields
The fields on this tab are almost identical to those on the Set Community Search Criteria window. For more information, see Searching for community members in the Community manual.