Development Maintenance

Use the Personal tab to view contact information for the primary person or their spouse.

Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.

Development Maintenance - Personal tab key fields and buttons

Fields

Field	Description
Foundation Name	Foundation name for the donor to be known as. It is commonly used if the donor has a trust. If the donor has a trust, use the trust name for the foundation name. The foundation name is used as the default name for receipts and pledges.

Field

Description

Foundation Name

Foundation name for the donor to be known as. It is commonly used if the donor has a trust.

If the donor has a trust, use the trust name for the foundation name.

The foundation name is used as the default name for receipts and pledges.

Buttons

Button	Description
	Launch Community Maintenance to maintain details for the selected person. For example, update their contact or address details. See Maintaining community members in the Community manual.
	Click to change the foundation name. The following window is displayed.

Button

Description

Launch Community Maintenance to maintain details for the selected person. For example, update their contact or address details.

Click to change the foundation name.

The following window is displayed.

Change Foundation Name window

Last modified: 20/12/2016 3:36:09 PM