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.
     
     
     • 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.

Top

April 17, 2023 17:40