Retag Revenue Split Records with New Campaign

Fundraising revenue is associated with a campaign. You can change the campaign and subpriorities for multiple records at once with a global change. For example, you can retag all revenue associated with an annual campaign to be associated with a disaster relief campaign.

From Administration, select Global changes. The Global Changes page appears.
Select Add. The Select a global change definition screen appears.
Under Fundraising Efforts - Campaigns, select Retag revenue split records with new campaign.
Select OK.
In the Name field, enter a name to identify this global change process. The name displays in the Global changes grid on the Global Changes page.
In the Site field, select the site that you want to use to secure this global change instance. This field contains only sites to which you have rights.
When you select a site and save the process:
- Only users with access to the selected site can run the global change process.
- Other users cannot edit the Site entry. The system administrator or the user who created the process can edit the Site.
- The site automatically appears in the Site field on the Assign Permissions screen (only system administrators and the process owner can access this screen)
- On the Global Change page, an Owner column displays, so you can see who created the process
In the Source campaign field, select the campaign to retag in revenue records. This campaign appears on the Campaigns tab of a Revenue page. The target campaign will replace the source campaign in revenue records.
In the Target campaign field, select the new campaign.
In the Subpriority mapping grid, select the source subpriorities to retag.
In the Subpriority mapping grid, select a target subpriority for each source subpriority. These will replace the source subpriorities. If you do not select a subpriority, the goal will map without one.
Select Save.
When you are ready to execute the changes, select Process global change.