Use the Notes/Bio tab to maintain:
- general notes about the primary contact or their spouse, for viewing by staff involved with development activities
- biographical notes about their achievements and involvement with your organisation.
For example, biographical notes can be extracted and used in a magazine section such as 'who's who'. See Community Maintenance - Notes/Bio tab in the Community manual.
Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.
To open the Notes/Bio 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 Notes/Bio tab.
The Notes/Bio tab of the Development Maintenance window is displayed.
Development Maintenance - Notes/Bio tab fields
Field | Description |
|---|---|
Notes | General comments about the community member. |
Biography | Biographical comments about their achievements. |
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