Use the Communications sub-tab of the Current Comms tab to maintain communications with donors and prospects that have yet to be sent.
Also, see the Notification Methods sub-tab to maintain the notification methods for each type of communication. See Development Maintenance - Current Comms tab - Notification Methods sub-tab (on page ).
To maintain communications that have been sent, see:
- Maintaining communications (on page ).
- Development Maintenance - Comms tab (on page ).
Development Maintenance - Current Comms tab - Communications sub-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:
|
Date | Date and time of the communication. |
Primary | Whether to send communications to the primary contact only. The default is to include the spouse in all communications. |
Bulk Added | This field is selected if the communication has been added in bulk. |
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:
|
Date | Date and time of the communication. |
Bulk Added | This field is selected if the communication has been added in bulk. |
Primary Only | Whether to send communications to the primary contact only. The default is to include the spouse in all communications. |
Comment | Optional comments about the communication to the recipient. |
Method | Method used to send the communication or whether no notification is required. For example, you might communicate by:
|
Buttons
Button | Description |
---|---|
Launch into Communications Maintenance for the selected communication. | |
Add a new row then input the details of the current communication with the donor or prospect. | |
Delete the highlighted current communication to the recipient, before you communicate with them. |