Development Maintenance - Comms tab

Use the Comms tab to maintain communications that have been sent to donors and prospects.

 Opening the Comms tab

To open the Comms tab:

  1. Select Module > Development > Development Maintenance from the main menu.
    The Set Development Search Criteria window is displayed.
  2. Select the donor or prospect. See Searching for donors and prospects.
    The Personal tab of the Development Maintenance window is displayed.
  3. Click the Comms tab.
    The Comms tab of the Development Maintenance window is displayed.


Development Maintenance - Comms tab key fields and buttons

Grid area fields

Field

Description

Code

Code used to identify the communication.

Description

Description for the communication.

Type

Type of communication.

Method

Method used to send the communication or whether no notification is required. For example, you might communicate by:

  • email
  • mail
  • SMS (text) messages
  • and so on.
    Note: Notification methods for each type of communication are set on the Notification Methods sub-tab.

Date

Date the communication was sent.

Bulk Added

This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk.

Joint ID

Synergetic ID of the person who received the communication as well as the primary contact, if applicable.

Comment

Optional comments about the communication to the recipient.

Response

Response of the donor or prospect to the communication they received from us.


Fields
The fields displayed correspond to the selected record in the grid area.

Field

Description

Communication

Communication with a group of people usually belonging to either a:

  • constituency
  • tag list.

Date Sent

Date the communication was sent.

Bulk Added

This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk.

Comment

Optional comments about the communication to the recipient.

Response

Response of the donor or prospect to the communication they received from us.

Buttons

Button

Description

Launch into Communications Maintenance for the selected communication. See Maintaining communications.

Add a new row then input the details of the past communication with the donor or prospect.

Delete the highlighted past communication to the recipient, after you communicate with them.