Manage Appeals from a constituent record

You can link or unlink appeals directly from a constituent record as well as edit appeal information. This helps you track which fundraising efforts are associated with specific constituents without affecting historical data or past interactions.

From a constituent record, you can:

• Link an existing appeal

• Edit an associated appeal

• Unlink an appeal

All changes are recorded for auditing and tracking purposes.

Link an appeal to a constituent record

1. Open an individual or organization constituent record.

2. In the Appeals section, select Link appeal.

3. From the list of available appeals, search or filter to find the appeal you want.

4. You can choose to view only active appeals.

5. Select an appeal and update any allowed appeal details, as needed.

6. Save your changes.

The linked appeal appears on the constituent record with its associated details.

Note: You can’t link the same appeal to a constituent more than once.

Edit an associated appeal

1. On the constituent record, find the appeal you want to update.

2. From the appeal’s context menu, select Edit appeal.

3. Update the allowed fields and save.

The updated details display immediately on the constituent record.

Unlink an appeal from a constituent record

1. On the constituent record, locate the associated appeal.

2. From the appeal’s context menu, select Unlink appeal.

3. Confirm the action when prompted.

The appeal is removed from the constituent record.

Note: Unlinking an appeal does not delete the appeal or affect historical gifts, interactions, or reporting tied to it.