New Appeal Code Functionality in Web Vie

More functionality is needed in Web View when creating a new appeal.

Multiple options available in Database View are currently missing from Web View, including:

  • Campaign tab – Search and view active campaign options. Database View allows this by clicking the "binoculars" icon, then "Find Now." This helps locate active campaign options and removes the need to remember them all

  • Fund tab – Add the correct fund options for the appeal

  • Packages tab – Add the correct package information for the appeal

  • Set as default – Ability to mark a campaign or fund code as the default. This is important when an appeal has multiple options in a category, such as several fund codes, so gift entry defaults to the correct one

  • Limit data entry – Restrict campaign and fund code entry to only items associated with the appeal

  • Copy From – Copy information from an existing appeal. This saves time and helps ensure accuracy when a new appeal is created

Database View also includes additional data tabs when adding a new appeal that are not yet available in Web View.

Until this functionality is added, our organization must continue adding new appeals in Database View.

  • Cindy
  • Aug 21 2026
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