Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Each Fundraising Campaign record stores the set of Funds funds to which contributors can make donations as part of this campaign in the Funds tab. A pledge taken for this campaign can only be applied to the funds listed on this tab.

Follow these steps to add one or more funds to a campaign:

  1. Open the Fundraising Campaigns record and click the Funds tab.
  2. Click the New icon in the toolbar to open a new Funds record.
  3. Enter the fund's Products record in the Fund field.
  4. Enter the standard pledge amount requested for this fund in the Request Amount field.
    • This is the suggested contribution level for the

...

    • fund during this particular campaign. Note that this field does not drive any system functionality.
    • The Request Amount field is expressed in the campaign's currency type.

  1. Enter any additional information in the Comments field.

...


  1. Linking a Fund to a Campaign Image Added
  2. Click OK.
  3. Add additional funds to the campaign as necessary.