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Development Maintenance - Comms tab

Use the Comms tab to maintain communications that have been sent to donors and prospects.

Opening the Comms tab

Development Maintenance - Comms 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:

  • email
  • mail
  • SMS (text) messages
  • and so on.

 

Note: Notification methods for each type of communication are set on the Notification Methods sub-tab.

Date

Date the communication was sent.

Bulk Added

This field is selected if the communication has been added in bulk.

See Adding or deleting community members to communications in bulk.

Joint ID

Synergetic ID of the person who received the communication as well as the primary contact, if applicable.

Comment

Optional comments about the communication to the recipient.

Response

Response of the donor or prospect to the communication they received from us.

Fields

The fields displayed correspond to the selected record in the grid area.

Development Maintenance - Comms tab (cut down)

Field

Description

Communication

Communication with a group of people usually belonging to either a:

  • constituency
  • tag list.

Date Sent

Date the communication was sent.

Bulk Added

This field is selected if the communication has been added in bulk.

See Adding or deleting community members to communications in bulk.

Comment

Optional comments about the communication to the recipient.

Response

Response of the donor or prospect to the communication they received from us.

Buttons

Button

Description

Launch button

Launch into Communications Maintenance for the selected communication.

See Maintaining communications.

Add button

Add a new row then input the details of the past communication with the donor or prospect.

Delete button

Delete the highlighted past communication to the recipient, after you communicate with them.

Last modified: 4/10/2012 11:53:05 AM

See Also

Maintaining donors and prospects

Searching for donors and prospects

Creating new donors and prospects

Development Maintenance - Personal tab

Development Maintenance - Constituencies tab

Development Maintenance - Relationships tab

Development Maintenance - Past Students tab

Development Maintenance - Giving Summary tab

Development Maintenance - Giving Detail tab

Development Maintenance - Pledges tab

Development Maintenance - Archives tab

Development Maintenance - Prospect Tracking tab

Development Maintenance - Current Comms tab

Development Maintenance - Current Events tab

Development Maintenance - Events tab

Development Maintenance - Occupation/Education tab

Development Maintenance - Notes/Bio tab

Development Maintenance - Confidential tab

Development Maintenance - Photo tab

Development Maintenance - DocMan tab

Development Maintenance - User Forms tab

Development Maintenance - Correspondence tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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