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Navigation: BEQUESTS > Bequest Prospects

Create a Communication Note

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Enter notes about any phone calls, letters, etc for a contact. If the communication is the same for several contacts you can use the option Assign Communication to another Contact and answer No to remove from this contact. This will put a copy of the communication on the other contacts record also.

1.Click on the Bequest Communications tab.

2.Click on the + to create a New Communication.

NewCommunicationPlus

3.Enter information into the Communication, click OK and then close this window.

CommunicationBequestsNew

The Communication can be viewed under the Bequests form.

CreatedCommunicationBequest