Development Maintenance - Relationships tab

Use the Relationships tab to:

Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.

Opening the Relationships tab

To open the Relationships 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.
Click the Relationships tab.
The Relationships tab of the Development Maintenance window is displayed.

Development Maintenance - Relationships tab key fields and buttons
Grid area fields

Field	Description
Relation	Name and relationship of person to the primary person or spouse.
Constituencies	Constituencies that the person belongs to. See Constituencies in the Community manual.
Use SMS	Location to send an SMS (short message service) to. If blank, no SMS is sent.
Use Email	Location to send an email to. If blank, no email is sent.
Portal Approval	Whether the selected relation is approved to: fill out the community member's excursion permission forms on the Community Portal access and update the community member's My Details information on the Community Portal.
Receive SMS	Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field.
Receive Email	Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field.
Give Portal Approval	Whether the selected relation has given approval for the community member to: fill out their excursion permission forms on the Community Portal access and update the community member's My Details information on the Community Portal.
ID	Synergetic ID of the relation.

Buttons

Button	Description
	Launch Development Maintenance for the highlighted relation. See Maintaining donors and prospects.
	Add a new relation for the donor or prospect. See Adding new relations (Community) in the Community manual.
	Delete the highlighted relation.
	Send an email to the default email account of the selected relation.
	Compose a letter to the selected relation. See Composing letters with Microsoft Word in the Introduction manual.
	Copy the address details of the selected relation to the Windows clipboard. Go the Microsoft Windows application you are using and paste the address details into the document you are editing.