To enter notification information
- Open the recipient's record in the Manage customers window.
- Select the Notification tab.
- Set the focus on the empty row at the bottom of the tab.
- Enter individuals to be notified:
- Enter the Notify ID. This is the ID of the individual who is being notified of the contribution.
- Tab to the Memorial/Tribute Code field and select a code from the drop-down list.
- Tab to the Relationship field and select a code from the drop-down list.
- Tab to the Salutation Code field and select a code from the drop-down list.
- Tab to the Merge Code field and select a code from the drop-down list.
- Tab to the Sender Code field and select a code from the drop-down list.
- Click Save.
- Repeat for each additional individual that you want to notify.