Communications Maintenance - Past Recipients tab

Modified on Mon, 20 Apr at 12:05 AM

Use the Past Recipients tab to maintain:

details of the past recipients of a communication that has been sent
communication details for each recipient, including responses
notification method for each recipient.

Tip: To export lists of current and past communication recipients to MS Word/Excel or a PDF document, create a Crystal Report for the group then click in the Crystal Reports Editor. See Key development reports.

The Past Recipients tab is comprised of two sub-tabs:

General sub-tab. See below for more details.
Notification sub-tab. See Communications Maintenance - Notification sub-tab.

Opening the Past Recipients tab

To open the Past Recipients tab:

Select Module > Development > Communications Maintenance from the main menu.
The Set Communications Search Criteria window is displayed.
Select the communication. See Searching for communications.
Click the Past Recipients tab.
The Past Recipients tab of the Communications Maintenance window is displayed.

Communications Maintenance - Past Recipients tab key fields and buttons

Grid area fields
The grid area fields are identical to those on the Current Recipients tab. See Communications Maintenance - Current Recipients tab.

Fields

Field	Description
Name	Name of the recipient.
ID	Synergetic ID of the recipient.
Joint ID	Synergetic ID of the recipient's spouse, if applicable.
Name at time of communication	Name of the recipient or couple when your organisation communicated with them.
Sent Date	Date the communication was sent.
Comment	Comment relating to the communication or recipient.
Response	Response from the recipient to the communication sent.

Buttons

Button	Description
	Add a community member to the current communication, using the Find Name on Community window.
	Delete the highlighted contact from the current communication.
	Launch into Community Maintenance for the primary contact of the highlighted donor or prospect. See Maintaining community members in the Community manual.
	Launch into Development Maintenance for the highlighted donor or prospect. See Maintaining donors and prospects.