Delete Appeal Listing in a Constituent Account

We can delete appeals in database view and need to be able to in NXT. I globally add appeals to records by the hundreds/thousands. Sometimes a letter is manually pulled by a gift officer and I need to delete the appeal code from the constituent record.

  • Paige Proctor
  • Dec 6 2023
  • Planned
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  • Kevyn Barnes commented
    26 Feb 23:07

    Another case is when mail is returned as undeliverable. I'd like to be able to either delete the appeal from the record or change the date on the appeal if I'm able to resend it to a corrected address.