In Development Manager, organizing fundraising efforts across multiple parishes becomes more effective when you use Goal Groups. These groups allow you to link partner parishes with shared interests or needs and assign them a collective financial goal. This article walks you through the steps to create a goal group within a fund, helping you streamline collaboration and track progress toward shared objectives.
What Are Goal Groups?
To achieve fundraising goals, you can form partnerships between parishes that have shared interests or needs. In Development Manager, you can put the partner parishes in a group and assign the group a financial goal.
- Navigate to the Funds page:
- In the Navigator Bar, select Funds.
-or- - In the Funds Card, select Go to Funds.
- In the Navigator Bar, select Funds.
- Select the fund following the instructions in this article, How to search for a fund.
- Select the fund's name link to open the fund record.
- Click the Goals tab to open the Goals Setup page. Then, in the upper-right corner, click
open the Goal Groups window.
- In the upper-right corner of the Goals Group window, click
to add a Goals Group.
- In the Name field, type a name for the group.
- By default, the Is Active checkbox is selected, which makes the goal group visible to users in the Group dropdown list on the Goals tab. When users add or edit a goal, they can select the group. If you do not want the name of the group to appear in the Group dropdown list, click inside the checkbox to remove the checkmark. (You can always come back later and edit the goal group.)
- Click
to save the group.
Note: If you made the group "active," the name of the group appears in the Group dropdown list on the Goals tab where it can now be selected and associated with a goal.
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