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To define a campaign

  1. From Fund Raising, select Set up tables > Campaigns to display the Set up campaigns window.
  2. Click New.
  3. Enter a descriptive alphanumeric Code to identify the campaign.
  4. Enter the full Title of the campaign.
  5. (Optional) Enter a detailed description of the campaign in the Desc field.
  6. (Optional) Enter the Default Fund code for the campaign, or click the lookup icon to select a fund code.
  7. (Optional) Enter the financial Goal for the campaign.
  8. Optional) Enter the starting date for the campaign in the Begin field.
  9. (Optional) Enter the predetermined End date for the campaign, or enable the Perpetual option if the campaign is ongoing.
  10. Click Save.

See Also

Defining Campaigns

Set up campaigns window


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