Development Maintenance - Current Comms tab - Communications sub-tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Communications sub-tab of the Current Comms tab to maintain communications with donors and prospects that have yet to be sent.
Also, see the Notification Methods sub-tab to maintain the notification methods for each type of communication. See Development Maintenance - Current Comms tab - Notification Methods sub-tab.
To maintain communications that have been sent, see:

Opening the Communications sub-tab

To open the Communications sub-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 Current Comms tab.
The Communications sub-tab of the Current Comms tab of the Development Maintenance window is displayed.

Development Maintenance - Current Comms tab - Communications sub-tab key fields and buttons
Grid area fields

Field	Description
Code	Code used to identify the communication.
Description	Description for the communication.
Type	Type of communication. Note: This is set on the Communication tab of Communications Maintenance. See Communications Maintenance - Communication tab. Tip: Click to launch the Communication tab of Communications Maintenance for the selected communication.
Method	Method used to send the communication or whether no notification is required. For example, you might communicate by: email mail SMS (text) messages and so on. Note: Notification methods for each type of communication are set on the Notification Methods sub-tab.
Date	Date and time of the communication.
Primary	Whether to send communications to the primary contact only. The default is to include the spouse in all communications.
Bulk Added	This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk.

Fields
The fields displayed correspond to the selected record in the grid area.

Field	Description
Communication	Communication with a group of people usually belonging to either a: constituency tag list. Select the communication from the drop-down list. Note: See Maintaining communications to add and maintain details of each communication with the current recipients.
Date	Date and time of the communication.
Bulk Added	This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk.
Primary Only	Whether to send communications to the primary contact only. The default is to include the spouse in all communications. Select to send communications to the primary contact only.
Comment	Optional comments about the communication to the recipient.
Method	Method used to send the communication or whether no notification is required. For example, you might communicate by: email mail SMS (text) messages and so on.

Buttons

Button	Description
	Launch into Communications Maintenance for the selected communication. See Maintaining communications.
	Add a new row then input the details of the current communication with the donor or prospect.
	Delete the highlighted current communication to the recipient, before you communicate with them.