Add Fundraising Package Codes

The Fundraising Package consists of the marketing materials for a direct mail appeal.

To add a Package, complete the following steps:

  1. Go to Modules>Fundraising>Overview>Overview and Setup. On the main area of the Overview page, click the Package Code icon. The List - Fundraising Product Codes page opens.
  2. On the left navigation area, click Add Package. The Add - Fundraising Package Codes page opens.
  3. Fill in the fields described in the table below:
    Field NameRequired?Description
    package codeYesThis code appears on the drop-down menu on forms that use a package code.
    descriptionNoInformation entered here appears on the List - Fundraising Package Codes page.
    start dateNoDate the package becomes available.
    package goalNoAmount the package is intended to raise.
    notesNoAdditional information about the package code.
    activeNoIndicates whether the package code is currently active.
    end dateNoDate the package is no longer available.
    unit costNoThe cost of a single package.
  4. Click Save. The Package Codes Profile page opens.