Keep Campaigns/Funds/Appeals/Packages selected in lists/dashboards when there is a name change

Would like to suggest that if a gift/constituent list or dashboard is ran using criteria of specific Campaigns/Funds/Appeals/Packages, keep them selected even if the name/coding of that Campaign/Fund/Appeal/Package is changed.

I really like using lists and dashboards, but I've found alot of secondary work having to be done if we change the name of a Campaign/Fund/Appeal/Package. The changing of the name doesn't mean that I don't want it to be included in the list/dashboard that I've put together. The connection of that specific Campaign/Fund/Appeal/Package should remain statically tied to the list/dashboard without having to remember to go back in later to re-select it in the criteria.

  • Curtis Cecil
  • May 14 2026
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