Development Maintenance - Relationships tab

Use the Relationships tab to:

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

Development Maintenance - Relationships tab key fields and buttons

Grid area fields

Field	Description
Relation	Name and relationship of person to the primary person or spouse.
Constituencies	Constituencies that the person belongs to. See Constituencies in the Community manual.
Use SMS	Location to send an SMS (short message service) to. If blank, no SMS is sent.
Use Email	Location to send an email to. If blank, no email is sent.
ID	Synergetic ID of the relation.

Buttons

Button	Description
	Launch Development Maintenance for the highlighted relation. See Maintaining donors and prospects.
	Add a new relation for the donor or prospect. See Adding new relations in the Community manual.
	Delete the highlighted relation.
	Send an email to the default email account of the selected relation.
	Compose a letter to the selected relation. See Composing letters with Microsoft Word in the Introduction manual.
	Copy the address details of the selected relation to the Windows clipboard. Go the Microsoft Windows application you are using and paste the address details into the document you are editing.

Last modified: 4/10/2012 11:53:08 AM