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Development

This section outlines changes to the Development manual arising from changes made to Synergetic (versions 63.18-64.13).

Change

More information

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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.

Creating new gifts

Creating new pledges

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.

Set Development Search Criteria - Prospect Tracking tab (cut down, Fund and Prospect status highlighted)

Searching for donors and prospects

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.

Modify Pledge window (cutdown, original amount highlighted)

Creating new pledges

New mail merge fields.

You can use the new replaceable fields {RecipientNetworkLogin}, {RecipientSpouseNetworkLogin} and {RecipientAddressComment} in mail merges.

Maintaining email and SMS notification layouts

Last modified: 4/10/2012 12:12:30 PM

See Also

What's new in Synergetic version 64

Introduction

Community

Human resources

Objects

System maintenance

Future students

Current students

Past students

Medical details

Curriculum

Attendance and absence events

Assessment and reports

Debtors

Sales

Creditors

Purchase orders

General ledger

Payroll

Roll returns

© 2015 Synergetic Management Systems. Published 6 May 2015.

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