Communications reports information documented.

Extra information about performing mail merges using Microsoft Query and printing labels using Crystal Reports has been documented.

Maintaining communications

Communications Maintenance - Current Recipients tab

Key development reports

Changes when copying grid information to Microsoft Excel.

When copying grid information from the Communications Maintenance - Current Recipients tab to Excel, the default email address for each recipient is included.

Communications Maintenance - Current Recipients tab

Exporting information to Microsoft Excel in the Introduction manual

New field in Prospect Tracking tab of Development Maintenance.

You can record a prospects awareness of your fund raising appeal using the Knowledge field in the Prospect Details sub-tab of the Prospect Tracking tab of Development Maintenance.

Development Maintenance - Prospect Tracking tab - Prospect Details sub-tab

New fields in Attendee Guests sub-tab of Current Attendees tab of Events Maintenance.

You can record guests' mobile phone numbers and email addresses in the Attendee Guests sub-tab of Current Attendees tab of Events Maintenance.

Events Maintenance - Current Attendees tab - Attendee Guests sub-tab

New merge fields available in Email Letter Template window.

You can now use the external registration number for a recipient and their spouse as a merge field in Communications Maintenance. The external registration number is found on the Other tab of Staff Maintenance.

The fields are:

• {RecipientExternalSystemRegistrationNumber}
• {RecipientSpouseExternalSystemRegistrationNumber}

Maintaining email and SMS notification layouts

Staff Maintenance - Other tab in the Human resources manual.

Changes to the Pledges tab.

You can set the Amount field to zero (0) on the Pledges tab of Development Maintenance in order to write off a pledge.

The original amount of a pledge is also displayed in the Orig Amount field.

Development Maintenance - Pledges tab

Creating new pledges

Improved automatic allocation of pledge receipts.

You can configure how electronic payments are automatically allocated against pledge receipts.

Configuring automatic pledge allocations in the Debtors manual.

Bulk email address update.

You can use the Email List Import window to update email addresses in bulk where community members have unsubscribed or emails have bounced.

Maintaining email lists

New field in Communication tab of Communications Maintenance.

You can select a document classification for communications in the Communication tab of Communications Maintenance.

Communications Maintenance - Communication tab

HTML editing in Email Notification Layouts.

You can use HTML editing when creating notification layouts for communications and communication types.

Maintaining email and SMS notification layouts

New buttons in Current Events tab of Development Maintenance.

You can flip spouses to invite a primary contact's spouse instead in the Current Attendees tab of Events Maintenance and the Details sub-tab of the Current Events tab of Development Maintenance.

Events Maintenance - Current Attendees tab - Attendee Details sub-tab

Development Maintenance - Current Events tab - Details sub-tab

New event type for categorising events in Events Maintenance.

You can create event types to group or categorise events for easier organisation.

Creating new events

Searching for events

Events Maintenance - Event tab