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Development Maintenance - Notes/Bio tab

Use the Notes/Bio tab to maintain:

For example, biographical notes can be extracted and used in a magazine section such as 'who's who'.

See Community Maintenance - Notes/Bio tab in the Community manual.

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

Opening the Notes/Bio tab

Development Maintenance - Notes/Bio tab fields

Field

Description

Notes

General comments about the community member.

Biography

Biographical comments about their achievements.

Last modified: 20/12/2016 3:36:07 PM

See Also

Maintaining donors and prospects

Searching for 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 - Confidential tab

Development Maintenance - Photo tab

Development Maintenance - DocMan tab

Development Maintenance - User Forms tab

Development Maintenance - Correspondence tab

© 2017 Synergetic Management Systems. Published 20 July 2017.

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