DM Pledges - Appeals: How to remove or change an appeal code in a pledge record

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:

  1. Go into the pledge record.
  2. Click the down-arrow for the Appeal Code field.
  3. Select the correct appeal code or the top option (which is blank) for no appeal code.
  4. Click into the Reason field and enter the reason for the change.
    Izzy_Pledges_Pledge-Record_RemoveOrChange-Appeal-Code.png
  5. Select the Save action button in the upper right corner.
    Action-Icons-Save.png

To identify which pledge records have the appeal code:

  1. Note the fund under which the appeal code is assigned.
  2. Go into Pledges and filter the records for the fund noted in #1.
  3. Display the records in card format. This will display the appeal code.
    Izzy_Pledge-Card-Details_Appeal-Code-highlighted.png
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