Use the Comms tab to maintain communications that have been sent to donors and prospects.
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:
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.
Field |
Description |
---|---|
Communication |
Communication with a group of people usually belonging to either a:
|
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 into Communications Maintenance for the selected communication. |
|
Add a new row then input the details of the past communication with the donor or prospect. |
|
Delete the highlighted past communication to the recipient, after you communicate with them. |
Last modified: 4/10/2012 11:53:05 AM
© 2015 Synergetic Management Systems. Published 6 May 2015.