Maintain Donor Salutations Window

Work With Relationships window: Right-click on ID Number at top of tree and choose Salutations

Use this window to enter the actual text that should be used when certain persons at your organization greet this donor via printed matter such as letters. Codes that your organization uses to identify certain greetings should already be defined to use with donor correspondence. Select one of the salutations and enter the greeting.

Columns

How To

1. Open the Maintain Donor Salutations window, which displays salutations already defined for the donor (if any).

2. To add a salutation for the donor, choose Add Row or Insert Row from the right-click or Options menu. Enter or select from the drop-down list the code identifying the salutation. Then enter the actual text that will be used in the salutation.

3. If you are editing a Donor Salutation, only the Salutation column is editable.

4. Save.

5. Repeat for additional salutations.