How to remove or change an appeal code in a pledge record
An appeal code may not be deleted if it is being used in a pledge record. To delete or change an existing appeal code from a pledge record:
- Go into the pledge record.
- Click the down-arrow for the Appeal Code field.
- Select the correct appeal code or the top option (which is blank) for no appeal code.
- Click into the Reason field and enter the reason for the change.
- Select the Save action button in the upper right corner.
To identify which pledge records have the appeal code:
- Note the fund under which the appeal code is assigned.
- Go into Pledges and filter the records for the fund noted in #1.
- Display the records in card format. This will display the appeal code.