You use the Development Maintenance function in Synergetic to view and maintain all of the information required to track donors and prospective donors (prospects).
How to:
- Search for a donor or prospect on the system. See Searching for donors and prospects.
- Create a new donor or prospect. See Creating new donors and prospects.
- Create new activities for an appeal for a prospective donor. See Adding new activities for tracking prospects.
- Display more information for either the primary contact or spouse on some tabs. See Using the centre splitter.
What you can do:
What you can do… | See… |
|---|---|
View contact information for the primary person or their spouse. | |
View and maintain the constituencies that the primary contact and their spouse are members of. | |
View and maintain the:
| |
View the final-year schooling details if either of the primary contact or their spouse is a past student. | |
You can:
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You can:
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You can:
| |
Maintain items of significance that are donated to your organisation and archived. | |
Track prospective donors against various appeals. | |
Maintain:
| |
Maintain communications that have been sent to donors and prospects. Also see Maintaining communications. | |
Maintain events that the donor or prospect is attending. | |
View events that the donor or prospect has attended in the past. | |
Maintain:
| |
Maintain:
| |
Maintain confidential notes about the primary contact or their spouse, accessible only by a restricted group at your organisation. | |
You can:
| |
Maintain documents, pictures and spreadsheets relating to the donor. | |
Define your own tabs or programs within Synergetic. | |
View and maintain:
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