Designation Record

From the designation record, you can view and manage information about the designation. To access a designation record from the Fundraising Hierarchies page or the Hierarchy tab of a designation record, click the designation name.

At the top of the record, profile information about the designation appears, including lookup ID and start and end dates. From a designation record, you can view and manage the goals, hierarchy, and other information associated with the designation. To help you navigate through this information, the record contains multiple tabs.

Depending on your system role and security rights, you can perform additional tasks to manage information about the designation from its record.