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This section outlines changes to the Development manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
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More information |
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Communications reports information documented. |
Extra information about performing mail merges using Microsoft Query and printing labels using Crystal Reports has been documented. |
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Changes when copying grid information to Microsoft Excel. |
When copying grid information from the Communications Maintenance - Current Recipients tab to Excel, the default email address for each recipient is included.
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Communications Maintenance - Current Recipients tab Exporting information to Microsoft Excel in the Introduction manual |
New field in Prospect Tracking tab of Development Maintenance. |
You can record a prospects awareness of your fund raising appeal using the Knowledge field in the Prospect Details sub-tab of the Prospect Tracking tab of Development Maintenance.
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Development Maintenance - Prospect Tracking tab - Prospect Details sub-tab |
New fields in Attendee Guests sub-tab of Current Attendees tab of Events Maintenance. |
You can record guests' mobile phone numbers and email addresses in the Attendee Guests sub-tab of Current Attendees tab of Events Maintenance. |
Events Maintenance - Current Attendees tab - Attendee Guests sub-tab |
New merge fields available in Email Letter Template window. |
You can now use the external registration number for a recipient and their spouse as a merge field in Communications Maintenance. The external registration number is found on the Other tab of Staff Maintenance.
The fields are:
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Maintaining email and SMS notification layouts Staff Maintenance - Other tab in the Human resources manual. |
Changes to the Pledges tab. |
You can set the Amount field to zero (0) on the Pledges tab of Development Maintenance in order to write off a pledge. The original amount of a pledge is also displayed in the Orig Amount field.
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Improved automatic allocation of pledge receipts. |
You can configure how electronic payments are automatically allocated against pledge receipts. |
Configuring automatic pledge allocations in the Debtors manual. |
Bulk email address update. |
You can use the Email List Import window to update email addresses in bulk where community members have unsubscribed or emails have bounced.
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New field in Communication tab of Communications Maintenance. |
You can select a document classification for communications in the Communication tab of Communications Maintenance.
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HTML editing in Email Notification Layouts. |
You can use HTML editing when creating notification layouts for communications and communication types.
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New buttons in Current Events tab of Development Maintenance. |
You can flip spouses to invite a primary contact's spouse instead in the Current Attendees tab of Events Maintenance and the Details sub-tab of the Current Events tab of Development Maintenance.
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Events Maintenance - Current Attendees tab - Attendee Details sub-tab Development Maintenance - Current Events tab - Details sub-tab |
New event type for categorising events in Events Maintenance. |
You can create event types to group or categorise events for easier organisation.
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Last modified: 14/05/2013 1:22:32 PM
This section outlines changes to the Development manual arising from changes made to Synergetic (versions 63.18-64.13).
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New fields in the New Gift and New Pledge windows. |
You can now specify the method of payment and add a comment using the Method and Comment fields when adding entries on the Giving Detail and Pledges tabs of Development Maintenance. |
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New field in the Set Development Search Criteria window. |
You can now use the Fund and Prospect Status fields on the Prospect Tracking tab of the Set Development Search Criteria window to search for community members.
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New field in the New Pledge and Modify Pledge windows. |
You can use the Original Amount field to view the original amount pledged if the current amount is different.
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New mail merge fields. |
You can use the new replaceable fields {RecipientNetworkLogin}, {RecipientSpouseNetworkLogin} and {RecipientAddressComment} in mail merges. |
Last modified: 14/05/2013 1:22:32 PM
This section outlines changes to the Development manual arising from changes made to Synergetic (versions 62.46-63.18).
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New options in drop-down list of Create New Communication - Notification window. |
You can send communications using new notification methods in the Create New Communication - Notification window. Notification methods include:
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New DocMan tab in Events Maintenance. |
You can stored documents relating to events in the DocMan tab of Events Maintenance.
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New DocMan tab in Communications Maintenance. |
You can store documents relating to communications in the DocMan tab of Communications Maintenance.
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New fields in Communications Bulk Add/Delete window. |
You can select to include community members based on their gender or event status to a previous specified event.
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Adding or deleting community members to communications in bulk |
New button in Giving Detail tab of Development Maintenance. |
You can preview donor receipts on the Giving Detail tab of Development Maintenance.
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New search fields in Prospect Tracking tab of Set Development Search Criteria. |
You can search for community members based on their fund or prospect status in the Prospect Tracking tab of Set Development Search Criteria.
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New field in New Pledge window. |
You can specify which payment method a prospect wants to use in the New Pledge window.
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Last modified: 14/05/2013 1:22:32 PM
This section outlines changes to the Development manual arising from changes made to Synergetic (versions 61.35-62.45).
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New fields in Giving tab of Set Development Search Criteria. |
You can search for community members who made a donation during a specified period.
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Synergetic ID displayed in information bar. |
The community member's Synergetic ID is displayed in the information bar beside their name and address in Development Maintenance.
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Centre splitter tip included in relevant topics. |
A tip about using the centre splitter |
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Active staff displayed in Staff drop-down list of Organisers/Staff tab of Events |
Only active staff members are displayed in the Staff drop-down list on the Organisers/Staff tab of Events Maintenance. Existing events display staff members that were active at the time of the event.
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New fields in Current Attendees tab of Events |
The Attendees grid in the Current Attendees tab of Event Maintenance displays the number of guests registered for each attendee. It can also be filtered to only display guests with no Status.
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New Custom Search Form for Communications Maintenance. |
You can create a Custom Search Form for the Set Communications Search Criteria window.
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Using custom search forms in the Introduction manual Designing user search forms in the System maintenance manual |
New fields in Communications Bulk Add/Delete window. |
You can add community members who joined a particular campus during a specified period in the Communications Bulk Add/Delete window.
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Adding or deleting community members to communications in bulk |
New criteria fields for Current Staff constituency in Communications Bulk Add/Delete window. |
When the Current Staff constituency is selected in the Communications Bulk Add/Delete window, you can specify:
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Additional selections for the Communications Bulk Add/Delete window |
This section outlines the changes to the Development manual arising from changes made to Synergetic (version 61.00-v61.35).
Change |
More information |
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New fields added to the Prospect Tracking tab of Development Maintenance. |
New fields have been added to the Activity sub-tab of the Prospect Tracking tab of Development Maintenance.
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Development maintenance - Prospect Tracking tab - Activity sub-tab |
New flags in Communications Bulk Add/Delete window. |
New AddressesUserFlags and CommunityUserFlags flags have been added to the Communications Bulk Add/Delete window to filter Bulk Add recipient lists.
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Adding or deleting community members to communications in bulk Maintaining custom community flags in the System maintenance manual |
New fields in Current Comms tab of Development Maintenance. |
New fields have been added to the Notifications Method sub-tab of the Current Comms tab of Development maintenance.
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Adding or deleting community members to communications in bulk Development Maintenance - Current Communication tab - Notification Methods sub-tab |
Last modified: 14/05/2013 1:22:32 PM
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See Also Maintaining donors and prospects |
© 2013 Synergetic Management Systems. Published 15 October 2013.
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