To Create a New Appeal
- From Central Navigation, click the Appeals button.
- Create a new record by clicking the New Record button in the status area, or by selecting New Record from the Records menu. A new blank record is created with a unique appeal ID.
- Enter the appeal name, type from the pull-down menu, date, target dollar amount, and the cost of the appeal. Enter a description of the appeal if desired.
- To link the appeal to a particular campaign or fund, select the appropriate campaign and/or fund from the Fund and Camp pull-down menus.
- To designate an appeal inactive, click the Inactive checkbox at the top of the screen. This will remove this appeal as a choice when linking transactions to appeals, but will not delete this appeal.
