The ability to search for a campaign, fund or appeal record by name or number

When you view the record of a fund you find all sorts of interesting information. You can even save attachments to the record. Something you can't do in the database view. There isn't really a direct way to search for a specific one or gather a list of them together. 

  • Karen Stuhlfeier
  • May 2 2019
Search
  • Attach files
  • Keri Barnhart commented
    May 02, 2019 17:18

    "how would you find one in NXT that hasn't had a gift made to it yet?"

    We're struggling with that for appeals, too! We want to see who hasn't made a gift to the appeal yet, or that they gave to a different appeal in a certain timeframe - such as appeals for updating contact information with a link to our BBNC site, but not a direct solicitation appeal.

    Attachments Open full size
  • Karen Stuhlfeier commented
    May 02, 2019 14:15

    Also - how would you find one in NXT that hasn't had a gift made to it yet? When we set up a fund we would want to add documentation to the record and if it hasn't had any gifts made to it yet how would you find it? In lists if I search on a fund that doesn't have any gifts yet I can't locate it.

    Attachments Open full size

Related ideas