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Use the Communications sub-tab of the Current Comms tab to maintain communications with donors and prospects that have yet to be sent.
Also, see the Notification Methods sub-tab to maintain the notification methods for each type of communication. See Development Maintenance - Current Comms tab - Notification Methods sub-tab.
To maintain communications that have been sent, see:
Opening the Communications sub-tab
Development Maintenance - Current Comms tab - Communications sub-tab key fields and buttons
Grid area fields
Field |
Description |
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Code |
Code used to identify the communication. |
Description |
Description for the communication. |
Type |
Type of communication. Note: This is set on the Communication tab of Communications Maintenance. See Communications Maintenance - Communication tab. Tip: Click |
Method
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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 and time of the communication. |
Primary |
Whether to send communications to the primary contact only. The default is to include the spouse in all communications. |
Bulk Added |
This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk. |
Fields
The fields displayed correspond to the selected record in the grid area.
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Field |
Description |
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Communication |
Communication with a group of people usually belonging to either a:
Select the communication from the drop-down list. Note: See Maintaining communications to add and maintain details of each communication with the current recipients. |
Date |
Date and time of the communication. |
Bulk Added |
This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk. |
Primary Only |
Whether to send communications to the primary contact only. The default is to include the spouse in all communications. Select to send communications to the primary contact only. |
Comment |
Optional comments about the communication to the recipient. |
Method |
Method used to send the communication or whether no notification is required. For example, you might communicate by:
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Buttons
Button |
Description |
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Launch into Communications Maintenance for the selected communication. |
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Add a new row then input the details of the current communication with the donor or prospect. |
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Delete the highlighted current communication to the recipient, before you communicate with them. |
Last modified: 8/04/2015 12:01:09 PM
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See Also Development Maintenance - Current Comms tab Development Maintenance - Current Comms tab - Notification Methods sub-tab |
© 2016 Synergetic Management Systems. Published 16 September 2016.
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to launch the Communication tab of Communications Maintenance for the selected communication..png){kind=small}
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