Major Potential Donor Tab

This tab on the Biographical Data window is available only when a row exists for this ID Number in the Donor Master tab and displays information related to the research and solicitation of potential major donors.

The header of this tab displays a list of proposals that exist for the selected donor. You can select a proposal to see the details of the proposal displayed in the subtabs or create a new proposal by selecting Add Row from the right-click or Options menu.

The subtabs display detail information about the selected proposal, staff, planned gifts, associations, gift areas, activities, requisites, and proposal history.

Header

Number

Method

Code

Type

Gift Class

Solicitor

Due Date

Submit Date

Goal

Gifts Entered

Stage

Subtabs

Detail Subtab

 

Detail 1 Subtab

 

Detail 2 Subtab

 

Staff Subtab

Planned Gift Subtab

General Subtab

User Defined Subtab

Associations Subtab

Gift Areas Subtab

Activities Subtab

Requisites Subtab

History Subtab

How To

Enter Donor Proposals

Related Topics

Common Functionality for Data Entry Windows

Common Functionality for Grid Windows