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Applications > Donors and Gifts > Modify > Campaigns

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Campaigns


The Campaigns feature is used for (need overview).

 

This Section Includes:

Filters

Campaign Information Grid

Campaign Information Update

Add New Campaign

Filters

 

You have access to the following Filters:

Contact: In the Contact field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James").

Name: This is the name of the campaign.

Active:

Purpose:

Click the Search button to display results or the Clear Filters link to reset all filters.

 

Campaigns Information Grid

 

The Campaigns Information grid contains the following columns for each campaign:

Name:

Active:

Click the Edit  icon or double-click any donor in the grid to edit their record. You can also click the Add New Campaigns link to add a new campaign (More Information).

Campaigns Information Update

Choose the Campaign.

Name:

Contact:

Purpose:

Project:

Add New Campaign

Click the Add New Campaign link to add to the list of campaigns.

Name

Contact:

Purpose:

Project:

Add New Line: Click the Add New Line link to add to the campaign.

Starting:

Ending:

Goal:

Save/Cancel

When finished click the Update button to save any information that has been added or changed, the Reset resets the page back to how it was before any changes were made to it, or the Cancel link to to leave the page without saving any changes and return to the previous page you were on.