In the fund record, the Goals tab contains options that enable you to configure fundraising goals for a fund. On this tab, you can add Goal records to a fund and configure each record's details. You can also edit existing records and remove those that no longer apply to a fund.
Buttons
The buttons listed below enable you to manage records on the Goals tab.
Goal Groups
Click to open the Goal Groups window where you can add a new group, edit details for an existing group, or delete a group that is no longer relevant to the fund.
Import Goals
Click to open the Fund Goal Import window where you can import goal records.
Note: Importing goal records can provide a quicker way to set up a fund's goals. Instead of manually entering goal information for a fund, import a data file containing goal records. After importing the file, you can modify the records, if necessary.
Add
Click to add a new Goal record to a fund.
Save
Click to save a newly added Goal record or to save changes made to an existing record.
Undo
Click to cancel the previous editing action. If you made no changes, click this button to exit Edit mode.
Delete
Click to remove a Goal record from a fund.
Fields in the Goal Record
The list below provides information about each field on Goals tab. Refer to this list when adding a new goal or editing the details for an existing one.
Organization
Name of the organization that owns the fund.
City
Name of the city where the organization is located.
Goal Amount
Monetary amount (in dollars and cents) of the fundraising target or goal.
Group
Name of the goal group. A goal group consists of two or more organizations joined together that share a fundraising goal.
Sorting Goal Records
The headers in the Goals grid not only identify the information contained in the columns but also allow the records to be sorted. Clicking a column header causes the rows in the grid to be sorted on the information in the column.
You can sort content in ascending or descending order. If a column contains text, the information is sorted in alphabetic order (from A to Z or Z to A). If a column contains numbers, the information is sorted in numeric order (from 0 to 9 or 9 to 0).
Clicking the column header changes the sort direction. When you click a header a directional arrow on the header points in the direction of the sort, as illustrated below:
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