Communications Maintenance - Past Recipients tab
Use the Past Recipients tab to maintain:
- details of the past recipients of a communication that has been sent
- communication details for each recipient, including responses
- notification method for each recipient.
Tip: To export lists of current and past communication recipients to MS Word/Excel or a PDF document, create a Crystal Report for the group then click in the Crystal Reports Editor. See Key development reports.
The Past Recipients tab is comprised of two sub-tabs:
- General sub-tab. See below for more details.
- Notification sub-tab. See Communications Maintenance - Notification sub-tab.
Communications Maintenance - Past Recipients tab key fields and buttons
Grid area fields
The grid area fields are identical to those on the Current Recipients tab. See Communications Maintenance - Current Recipients tab.
Fields
Field | Description |
---|---|
Name | Name of the recipient. |
ID | Synergetic ID of the recipient. |
Joint ID | Synergetic ID of the recipient's spouse, if applicable. |
Name at time of communication | Name of the recipient or couple when your organisation communicated with them. |
Sent Date | Date the communication was sent. |
Comment | Comment relating to the communication or recipient. |
Response | Response from the recipient to the communication sent. |
Buttons
Button | Description |
---|---|
Add a community member to the current communication, using the Find Name on Community window. | |
Delete the highlighted contact from the current communication. | |
Launch into Community Maintenance for the primary contact of the highlighted donor or prospect. See Maintaining community members in the Community manual. | |
Launch into Development Maintenance for the highlighted donor or prospect. See Maintaining donors and prospects. |
Find Name on Community