General Appeal Information

From the General tab of an appeal record, you can view and manage the designations and benefits associated with the appeal.

Under Designations, the designations that the appeal supports appear. The Default designation column indicates the designation is the default for the appeal. When you add a revenue transaction and enter the appeal associated with the revenue, the default designation automatically appears. To access the record of a designation, select it in the grid and select Go to designation. From the grid, you can edit the designations associated with the appeal as necessary. For information about how to edit this information, see Edit Appeal Designations.

Under Benefits, you can view and manage the benefits a constituent who donates through the appeal receives as a thank-you. To award the appeal’s benefits based on giving level, your organization can create a benefit program to specify a minimum revenue amount necessary to receive a benefit. For each benefit in the grid, you can view its giving level and applicable revenue amount range. To view additional information about benefits, select View Benefits Catalog. From the grid, you can add and manage the appeal’s benefit program as necessary.