Development Maintenance - Confidential tab
Use the Confidential tab to maintain confidential notes about the primary contact or their spouse, accessible only by a restricted group at your organisation.
Tip: Use the centre splitter .gif)
to display more information for either the primary contact or spouse. See Using the centre splitter.
Opening the Confidential tab
To open the Confidential tab:
- Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
- Select the donor or prospect. See Searching for donors and prospects.
The Personal tab of the Development Maintenance window is displayed.
- Click the Confidential tab.
The Confidential tab of the Development Maintenance window is displayed.
Last modified: 20/12/2016 3:35:51 PM
© 2017 Synergetic Management Systems. Published 20 July 2017.
