Development Maintenance - Personal tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Personal tab to view contact information for the primary person or their spouse.

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

Opening the Personal tab

To open the Personal 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.

Development Maintenance - Personal tab key fields and buttons
Fields

Field	Description
Foundation Name	Foundation name for the donor to be known as. It is commonly used if the donor has a trust. If the donor has a trust, use the trust name for the foundation name. The foundation name is used as the default name for receipts and pledges.

Buttons

Button	Description
	Launch Community Maintenance to maintain details for the selected person. For example, update their contact or address details. See Maintaining community members in the Community manual.
	Click to change the foundation name. The following window is displayed.