Adding a Campaign to a Fund
To add a Campaign to a Fund, complete the following steps:
- Enter a Campaign Code (REQUIRED).
- Enter a Description of the Campaign such as its purpose.
- Enter the Start and End Dates of the Campaign.
- Enter the Campaign Goal.
- Click the Save button.
The Campaign will appear on the Campaign childform of the Fund Profile once saved.
If you click the Goto arrow, you will navigate to the Campaign Profile.
You may also Add Notes to a Campaign similar to Adding a Note to a Fund.