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Searching for donors and prospects

Use the Set Development Search Criteria window to search for donors and prospects.

See Searching in the Introduction manual for details on how to use the search tools.

Note: If the community member is not found, click New... button (ellipses) to add a new donor or prospect from this window. See Creating new donors and prospects.

Opening the Set Development Search Criteria window

Set Development Search Criteria window key fields

The fields on this tab are almost identical to those on the Set Community Search Criteria window. For more information, see Searching for community members in the Community manual.

Last modified: 4/10/2012 11:53:18 AM

See Also

Maintaining 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 - 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

© 2016 Synergetic Management Systems. Published 16 September 2016.

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