View contact information for the primary person or their spouse.

Development Maintenance - Personal tab

View and maintain the constituencies that the primary contact and their spouse are members of.

Development Maintenance - Constituencies tab

View and maintain the:

• relationships of the primary contact and their spouse
• constituencies that the relations belong to.

Development Maintenance - Relationships tab

View the final-year schooling details if either of the primary contact or their spouse is a past student.

Development Maintenance - Past Students tab

You can:

• view the pledges and donations received from the primary contact and/or their spouse
• view outstanding pledges for the primary contact and/or their spouse
• maintain the foundation basis and name.

Development Maintenance - Giving Summary tab

You can:

• add donations received from the:
  • primary contact
  • spouse
  • primary contact and their spouse jointly
  • primary contact and another community member jointly.
• maintain details of donations.

Development Maintenance - Giving Detail tab

You can:

• add pledges made by the:
  • primary contact
  • spouse
  • primary contact and their spouse jointly
  • primary contact and another community member jointly.
• maintain details of pledges.

Development Maintenance - Pledges tab

Maintain items of significance that are donated to your organisation and archived.

Development Maintenance - Archives tab

Track prospective donors against various appeals.

Development Maintenance - Prospect Tracking tab

Maintain:

• communications with donors and prospects that have yet to be sent
• notification methods for the donor or prospect.

Also see Maintaining communications.

Development Maintenance - Current Comms tab

Maintain communications that have been sent to donors and prospects. Also see Maintaining communications.

Development Maintenance - Comms tab

Maintain events that the donor or prospect is attending.

Also, see Events Maintenance - Current Attendees tab to maintain the group of people attending the event.

Development Maintenance - Current Events tab

View events that the donor or prospect has attended in the past.

Also, see Events Maintenance - Past Attendees tab to maintain the group of people that attended the event in the past.

Development Maintenance - Events tab

Maintain:

• occupation details of the primary contact and their spouse
• contact details during working hours
• education and qualification details of the primary contact and their spouse.

Development Maintenance - Occupation/Education tab

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.

Development Maintenance - Notes/Bio tab

Maintain confidential notes about the primary contact or their spouse, accessible only by a restricted group at your organisation.

Development Maintenance - Confidential tab

You can:

• view the most recent photo of the donor or prospect
• review the details of when the photo was updated
• flag what permissions have been received to utilise the photo in your organisation's external communications.

Development Maintenance - Photo tab

Maintain documents, pictures and spreadsheets relating to the donor.

Development Maintenance - DocMan tab

Define your own tabs or programs within Synergetic.

Development Maintenance - User Forms tab

View and maintain:

• documents uploaded to the community member's DocMan tab
• correspondence sent to the community member
• emails included from Microsoft Outlook.

Development Maintenance - Correspondence tab