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Constituent Special Needs
The Special Needs screen enables users to manage and record
special needs, such as a kosher meal or handicap accessibility.
1.
To add special needs; From the Constituent Preferences task category in
CRM360, click Special Needs. The Special Needs screen displays.
2. Click Add.
3. Select the Need Type from the drop-down.
4. Select the
specific Need from the drop-down. The options
differ depending on the Need Type selected.
5. Enter the Description.
6. Enter any Comments,
if necessary. If users want more formatting options to enter the comments,
click Use Editor and the HTML Editor Dialog window displays. Edit the comments
appropriately and click OK.
7. Click Save. 