Use the Occupation/Education tab to view:
- occupation (work) details of the primary contact and their spouse
- contact details during working hours
- education and qualification details of the primary contact and their spouse.
This information can be useful when:
- contacting the person during working hours
- targeting your fundraising efforts based on the education and qualifications of the prospective donor.
Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.
To open the Occupation/Education 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 Occupation/Education tab.
The Occupation/Education tab of the Development Maintenance window is displayed.
Development Maintenance - Occupation/Education tab fields
Field | Description |
|---|---|
Code | Occupation code. |
Description | Description of the community member's occupation (that is, work details). |
Company | Company name, if applicable. |
Phone | Contact telephone number. |
Education | Community member's places of study. This is a free form text field. See Community Maintenance - Education tab in the Community manual. |
Qualifications | Specify the qualifications based on the education levels achieved, using a free form text field. See Community Maintenance - Qualifications tab in the Community manual. |
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