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Adding Notification Information to a Customer Record

When your organization receives a memorial or tribute, you must notify the honoree's family members and business associates that a donation has been made. Before you can notify the family or friend, you must create a list of individuals to be notified in the honoree's record.

Enter notification information in the honoree's customer record in the Notification tab on the Manage customers window.

In This Section

Manage customers window - Notification tab

To enter notification information for a customer record

To edit notification information

To delete notification information

To search for a Notify ID

See Also

Setting up Fund Raising in Customer Management

Defining Activity Types

Creating General Lookup/Validation Tables

Customer - Set up Fund Raising options

Adding Solicitor Data to a Customer Record

Adding Fundraising Information to a Customer Record

Creating Matching Plans in Company Records


ASI logo 10.6 Production Release. Updated 7/25/2005 12:47:35 PM
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