Use the Past Recipients tab to maintain:
Tip: To export lists of current and past communication recipients to MS Word/Excel or a PDF document, create a Crystal Report for the group then click in the Crystal Reports Editor. See Key development reports.
The Past Recipients tab is comprised of two sub-tabs:
Opening the Past Recipients tab
Communications Maintenance - Past Recipients tab key fields and buttons
Grid area fields
The grid area fields are identical to those on the Current Recipients tab. See Communications Maintenance - Current Recipients tab.
Fields
Field |
Description |
---|---|
Name |
Name of the recipient. |
ID |
Synergetic ID of the recipient. |
Joint ID |
Synergetic ID of the recipient's spouse, if applicable. |
Name at time of communication |
Name of the recipient or couple when your organisation communicated with them. |
Sent Date |
Date the communication was sent. |
Comment |
Comment relating to the communication or recipient. |
Response |
Response from the recipient to the communication sent. |
Buttons
Button |
Description |
---|---|
Add a community member to the current communication, using the Find Name on Community window. |
|
Delete the highlighted contact from the current communication. |
|
Launch into Community Maintenance for the primary contact of the highlighted donor or prospect. See Maintaining community members in the Community manual. |
|
Launch into Development Maintenance for the highlighted donor or prospect. |
Last modified: 8/04/2015 12:01:21 PM
See Also Communications Maintenance - Communication tab Communications Maintenance - Current Recipients tab |
© 2016 Synergetic Management Systems. Published 16 September 2016.