Delete an Appeal Code from a Fund

This article explains how to remove an appeal code from a fund in DM: Funds, helping you keep your appeal setup clean and accurate.

  1. Navigate to the Funds page.

    • Using the Navigator Barselect Funds.
      -or-
    • Using the Funds Cardselect Go to Funds
  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
    Delete appeal type screen.png
  5. You will be prompted to confirm the delete unless there is an error.
    Delete appeal confirmation.png
  6. If the Appeal is being used in a Pledge record, it cannot be deleted, and an error message will display.
    Delele appeal error.png

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.