Development Maintenance - Comms tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Comms tab to maintain communications that have been sent to donors and prospects.

Opening the Comms tab

To open the Comms 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 Comms tab.
The Comms tab of the Development Maintenance window is displayed.

Development Maintenance - Comms 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.
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 the communication was sent.
Bulk Added	This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk.
Joint ID	Synergetic ID of the person who received the communication as well as the primary contact, if applicable.
Comment	Optional comments about the communication to the recipient.
Response	Response of the donor or prospect to the communication they received from us.

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.
Date Sent	Date the communication was sent.
Bulk Added	This field is selected if the communication has been added in bulk. See Adding or deleting community members to communications in bulk.
Comment	Optional comments about the communication to the recipient.
Response	Response of the donor or prospect to the communication they received from us.

Buttons

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