Use the Events tab to view events that the donor or prospect has attended in the past.
Also, see:
- Events Maintenance - Past Attendees tab (on page ) to maintain the group of people that attended the event in the past.
- Development Maintenance - Current Events tab (on page ) to maintain events that are still current.
Opening the Events tab
To open the Events 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 (on page ).
The Personal tab of the Development Maintenance window is displayed.
- Click the Events tab.
The Events tab of the Development Maintenance window is displayed.
Development Maintenance - Events tab key fields and buttons
Fields
The fields and buttons on this tab are almost identical to those on the Current Attendees tab. See:
- Events Maintenance - Current Attendees tab - Attendee Details sub-tab (on page )
- Events Maintenance - Current Attendees tab - Attendee Guests sub-tab (on page ).
Fields unique to this tab include:
Field |
Description |
|---|---|
ID |
Synergetic ID of the primary person invited. |
Joint ID |
Community member's joint Synergetic ID number, if applicable. |
Name at time of event |
Name of the attendee at the time the event was held. This defaults to their mail name. |
Buttons
Button |
Description |
|---|---|
|
Launch into Events Maintenance. See Maintaining events (on page ). |
|
Add a new row and then type in the details of the event attended in the past. |
|
Delete the highlighted event. |