Development Maintenance - Current Comms tab - Notification Methods sub-tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Notification Methods sub-tab of the Current Comms tab to maintain notification methods for each type of communication.

Also, see the Communications sub-tab to maintain the details of the current communications. See Development Maintenance - Current Comms tab - Communications sub-tab.

 Opening the Notification Methods sub-tab

To open the Notification Methods sub-tab of the Current Comms tab:

  1. Select Module > Development > Development Maintenance from the main menu.
    The Set Development Search Criteria window is displayed.
  2. Select the donor or prospect. See Searching for donors and prospects.
    The Personal tab of the Development Maintenance window is displayed.
  3. Click the Current Comms tab.
    The Current Comms tab of the Development Maintenance window is displayed.
  4. Click the Notification Methods sub-tab.
    The Notification Methods sub-tab of the Current Comms tab of the Development Maintenance window is displayed.


Development Maintenance - Current Comms tab - Notification Methods sub-tab key fields and buttons

Fields

Field

Description

Communication Type

Type of communication. Select the communication type from the drop-down list. For example, newsletter or event reminder.

Notify 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.
    Select the way this type of communication is sent, from the drop-down list.

Comment

A comment about the selected notification method.

To create or edit a comment:

  1. Double click on the comment grid cell where you want the comment to appear.
    The Comment window appears.
  2. Type your comment and click .

Buttons

Button

Description

Launch into Communication Types Maintenance. See Maintaining communication types.

Add a new row then input the details of the notification method.

Delete the highlighted notification method.

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