How to Remove an Appeal Record from a Fund

 You cannot remove an appeal that has been or is currently associated with one or more pledges.

  1. Open the Funds  page.
  2. Find the fund from which you are removing the appeal. To quickly find the desired fund, use the Search or Filter function.

 To find out what content a search accepts, hover your mouse over this input hint: .  

  1. Select the fund's name link to open the fund's record.
  2. Click the Appeals tab to open the Appeals Setup page.

This page lists all appeals currently set up for the selected fund.

  1. To the right of the appeal you want to remove, click .

A message is displayed, prompting you to confirm the deletion.

  1. Click  to remove the appeal.

The appeal is no longer associated with the fund. The system removes the appeal record from the list on the Appeals tab.

 

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© Development Manager Help v5.0.13 October 12, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.