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Manage customers window - Notification tab

From Customers, select Manage customers, find customer record, and select Notification tab

Notify ID

(Required) Use this field to enter the ID of the individual who is being notified of the memorial or tributary contribution. Select the left side of the cell to enter an ID.

To search for an ID, select the right side of the cell to display a drop-down arrow. Select the arrow to open the Find ID window and search for the correct record.

The Notify IDs that display for an ID in the Notification tab display in ID order. When you click Apply all Notify IDs on the Enter and edit gifts window, the Notify IDs defined for the specified Memorial ID display in alphabetical order.

Memorial/Tribute Code

Select the code for notifying an individual of the memorial or tributary contribution. Your administrator defines these codes. If no codes have been defined, the field will be read-only. Select on the right side of the cell to display a drop-down list of the descriptions defined for the memorial/tribute codes. When you select a memorial/tribute code's description, the code will display in the field.

Relationship

Select the relationship code that describes the relationship between the notified individual and the individual being honored or recognized. Your administrator defines these codes. If no relationships have been defined, the Relationship field will be read-only. Click on the right side of the cell to display a drop-down list of descriptions defined for the relationship codes. When you select a relationship code's description, the code will display in the field.

Salutation Code

Select the salutation code and corresponding salutation text used when notifying an individual of a memorial or tributary contribution. Select on the right side of the cell to display a drop-down list of descriptions defined for the salutation codes. When you select a salutation code's description, the code will display in the field. Your administrator defines these codes.

Select the merge code used when sending a notification. Select on the right side of the cell to display a drop-down list of descriptions defined for the merge codes. When you select a merge code's description, the code will display in the field. Your administrator defines these codes. If no merge codes have been defined, the Merge Code field will be read-only.

Sender Code

Select the sender code used when sending a notification. Your administrator defines these codes. If no sender codes have been defined, the Sender Code field will be read-only. Select on the right side of the cell to display a drop-down list of descriptions defined for the sender codes. When you select a sender code's description, the code will display in the field.

Note: Your administrator can control access to the Notification tab. In order to modify the primary key (Notify ID field) or delete a row from the tab, a user must have an authorization level of 4 or higher. Users with an authorization level of 3 can enter new rows and edit the secondary keys (Memorial/Tribute Code, Relationship, Salutation Code, Merge Code, and Sender Code fields), but they cannot delete rows or edit the primary key.

See Also

Managing Notification Information

To enter notification information

To edit notification information

To delete notification information


ASI logo 10.6 Production Release. Updated 7/22/2005 4:23:07 PM
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