Previous icon

Next icon

Development

This section outlines changes to the Development manual arising from changes made to Synergetic (versions 62.46-63.18).

Change

More information

See...

New options in drop-down list of Create New Communication - Notification window.

You can send communications using new notification methods in the Create New Communication - Notification window. Notification methods include:

  • home, occupation or postal address
  • home, occupation or default email address
  • occupation, personal or default SMS number
  • no notification.

Creating new communications

New DocMan tab in Events Maintenance.

You can stored documents relating to events in the DocMan tab of Events Maintenance.

Events Maintenance - DocMan tab (cut down)

Events Maintenance - DocMan tab

New DocMan tab in Communications Maintenance.

You can store documents relating to communications in the DocMan tab of Communications Maintenance.

Communications Maintenance - DocMan tab (cut down)

Communications Maintenance - DocMan tab

New fields in Communications Bulk Add/Delete window.

You can select to include community members based on their gender or event status to a previous specified event.

Communications Bulk Add Delete (initial, cut down, gender highlighted)

Adding or deleting community members to communications in bulk

New button in Giving Detail tab of Development Maintenance.

You can preview donor receipts on the Giving Detail tab of Development Maintenance.

Development Maintenance - Giving Details tab (cut down, preview button highlighted)

Development Maintenance - Giving Detail tab

New search fields in Prospect Tracking tab of Set Development Search Criteria.

You can search for community members based on their fund or prospect status in the Prospect Tracking tab of Set Development Search Criteria.

Set Development Search Criteria - Prospect Tracking tab (cut down, Fund and Prospect status highlighted)

Searching for donors and prospects

New field in New Pledge window.

You can specify which payment method a prospect wants to use in the New Pledge window.

New Pledge (cut down, method highlighted)

Creating new pledges

Last modified: 4/10/2012 12:12:21 PM

See Also

What's new in Synergetic version 63

Introduction

Community

Human resources

Objects

Extracting data

System maintenance

Future students

Current students

Past students

Medical details

Curriculum

Attendance and absence events

Assessment and reports

Debtors

Sales

Creditors

Purchase orders

General ledger

Assets

Payroll

Roll returns

© 2017 Synergetic Management Systems. Published 20 July 2017.

Top of page