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To enter notification information

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

See Also

Managing Notification Information

Manage customers window - Notification tab

To edit notification information

To delete notification information


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