Development Maintenance - Notes/Bio tab

Use the Notes/Bio tab to maintain:

general notes about the primary contact or their spouse, for viewing by staff involved with development activities
biographical notes about their achievements and involvement with your organisation.

For example, biographical notes can be extracted and used in a magazine section such as 'who's who'. See Community Maintenance - Notes/Bio tab in the Community manual.

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

Opening the Notes/Bio tab

To open the Notes/Bio 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 Notes/Bio tab.
The Notes/Bio tab of the Development Maintenance window is displayed.

Development Maintenance - Notes/Bio tab fields

Field	Description
Notes	General comments about the community member.
Biography	Biographical comments about their achievements.