DM Funds - Appeals: How to delete an appeal code from a fund

How to delete an appeal code from a fund

  1. Go to the Funds page by selecting Funds from the Navigator Bar or by selecting the Go to Funds page link listed on the Funds Card.
  2. Find and select the fund. See How to search for a fund.
  3. Click the Appeals tab.
    • Appeal types that have previously been added will be listed.
  4. 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.




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