Creating new donors and prospects

To create a new donor or prospect, either:

• click on the Set Development Search Criteria window
• click on the Development Maintenance toolbar
• select File > New from the main menu
• right click on the Development Selector grid and select New
• press Ctrl + N.

Several data input windows follow, depending on your selection of the type of community member on the first window.

See the Community creation windows in the Community manual, if you need more information about what to enter when you are creating a new donor or prospect.

Tip: You can navigate between windows using and if required.

Last modified: 8/07/2016 10:39:55 AM

© 2016 Synergetic Management Systems. Published 16 September 2016.