This article explains how to remove an appeal code from a fund in DM: Funds, helping you keep your appeal setup clean and accurate.
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Navigate to the Funds page.
- Using the Navigator Bar, select Funds.
-or- - Using the Funds Card, select Go to Funds
- Using the Navigator Bar, select Funds.
- Find and select the fund. See How to search for a fund.
- Click the Appeals tab.
- Appeal types that have previously been added will be listed.
- From the action buttons on the Appeals page, select the delete action button.
- You will be prompted to confirm the delete unless there is an error.
- If the Appeal is being used in a Pledge record, it cannot be deleted, and an error message will display.
- You must go into the pledge records with the associated appeal code and remove it or change it to a different appeal code before you can delete it.
Updated