The Appeals Page enables you to add one or more appeal types for tracking specific initiatives the organization uses to generate donations.

1. Navigate to the Funds page:

   • In the Navigator Bar, select Funds.
     -or-
   • In the Funds Card, select Go to Funds.
2. Find and select the fund. See How to search for a fund.
3. While in the Fund record 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 add action button. 
   
5. A new line item will display.
   • Enter the name of the appeal type.
   • The appeal type will automatically be marked as Active, so if you want to make it inactive, you will have to edit it after you save it. 
   • If you decide not to add/save the new record, select the undo action button which will remove the item. 
   • To save the record, click the save action button. 
     
6. Select the following links to learn how to delete an appeal type from a fund or how to edit an appeal type of a fund.

Updated September 23, 2025 13:57