Appeal Record Details

The Details tab on the appeal record is where you manage the working parts of an appeal. It brings together the operational, administrative, and financial components that support how the appeal is executed and tracked.

This tab acts as a central hub for managing packages, fundraisers, expenses, attachments, and record relationships. At a glance, you can see what’s connected, how the appeal is structured, and whether operational details align with performance goals.

Use the Details tab to:

  • Understand how campaigns, funds, packages, and fundraisers connect to the appeal

  • Keep appeal materials and documentation organized

  • Track expenses and monitor budget impact

  • Manage appeal-specific configuration that supports accurate reporting

Think of the Details tab as the appeal’s command center for coordination and execution.

Details Tiles

Custom Fields

This tile shows organization-specific fields used to capture additional appeal information.

Use it to:

  • Track internal classifications or metadata

  • Capture appeal details not covered by standard fields

  • Support internal workflows and reporting

  • Keep specialized appeal context visible

The fields shown depend on your organization’s configuration. If no custom fields are configured, the tile may be empty.

Attachments

This tile shows all files and documents related to the appeal in one place.

Use it to:

  • Store creative assets, mail files, briefs, or vendor documentation

  • Share key materials with your team

  • Maintain a historical record of appeal communications

  • Avoid searching across emails or shared drives

If no files are attached, the tile displays an empty state prompting you to add documents.

Packages

This tile shows all packages associated with the appeal, including each package’s ID, description, goal, and recipient count.

Use it to:

  • Organize solicitation materials by mailing or segment

  • Track package-level performance

  • Compare effectiveness across different packages

  • Show or hide inactive packages

Packages help break down appeal results so you can understand which tactics are performing best.

Fundraisers

This tile shows fundraisers assigned to the appeal along with their individual goals.

Use it to:

  • See who is responsible for fundraising tied to the appeal

  • Review fundraiser involvement and assignments

  • Add, remove, or copy fundraisers and goals from another appeal

  • Open fundraiser records for more detail

If no fundraisers are linked, the tile appears empty so you can quickly identify missing assignments.

Linked Campaigns

This tile shows all campaigns associated with the appeal. To help direct gifts toward an initiative, such as for a new building, you can use appeals to acquire gifts toward the campaign. You can view all of the active campaigns that the appeal supports — regardless of the filters you select to analyze its overall performance — and which is the default. To also include those that aren’t currently in use, select Include inactive.

Use it to:

  • Understand how the appeal contributes to broader fundraising initiatives

  • Navigate directly to campaign records

  • Show or hide inactive campaigns

If no campaigns are linked, the tile displays an empty state that highlights potential configuration gaps.

Key Actions

  • To link a campaign, select Add campaign.

  • To bring in linked campaigns from another fund or appeal, select Copy from.

  • Select Limit the data entry to only the campaigns associated with fund to specify that only associated records can be entered on gifts. For example, if you enter the fund on a gift record and search for a campaign to add, you'll only see campaigns linked to that fund.

  • Select Delete from a campaign’s context menu to remove the link.

  • From a campaign’s context menu, you can also Mark as default or Remove default.

Linked Funds

This tile shows all funds that benefit from the appeal. To help direct gifts toward funds, such as for the construction and landscaping of a new building, you can use appeals to acquire gifts toward the causes. Under Linked funds, you can view all active funds that the appeal supports — regardless of the filters you select to analyze its overall performance — and which is the default for the appeal’s gifts. To also include those that aren’t currently in use, select Include inactive.

Use it to:

  • Validate that gifts from the appeal are flowing to the correct funds

  • Understand how appeal activity supports specific purposes

  • Navigate directly to fund records

  • Show or hide inactive funds

This view helps ensure accurate allocation and reporting alignment.

Key Actions

  • To link a fund, select Add fund.

  • To bring in linked funds from another campaign or appeal, select Copy from.

  • Select Limit the data entry to only the funds associated with campaign to specify that only associated records can be entered on gifts. For example, if you enter the campaign on a gift record and search for a fund to add, you'll only see funds linked to that campaign.

  • Select Delete from a fund’s context menu to remove the link.

  • From a fund’s context menu, you can also Mark as default or Remove default.

Expenses

This tile shows expenses associated with running the appeal, helping you track cost against return.

Use it to:

  • Review total expenses and total amounts

  • Monitor whether spending is within budget

  • Expand individual expense records to see details such as date, amount, budgeted amount, and variance

Expense tracking supports ROI analysis and ensures the appeal stays financially aligned with expectations.

Tips For Using The Details Tab Effectively

  • Keep attachments current so the team always works from the latest materials

  • Review packages and linked records regularly to ensure nothing is missing

  • Monitor expenses alongside revenue to understand appeal efficiency

  • Confirm fundraiser assignments as responsibilities change

  • Use custom fields consistently to support reliable reporting