Fundraising
Overview
The Fundraising screen is used to record the date a staff member began assigned fundraising duties, as well as the date the duties ended, if applicable. Fundraising records can be active or inactive. Entering a start date for the staff member makes their name available on the Staff Fundraiser dropdown on the Constituent Information page.
A list of development pages is available here.
Use
If a staff member is doing fundraising duties, or should be available to be associated with a constituent, enter the staff member's record and navigate to the Fundraising screen from the Names+ menu. Enter a Start Date.
If the date the staff member will cease fundraising duties is known, enter it in the End Date field. The record will be set as active by default. If the fundraising association is being removed, remove the check from the Active box, prior to saving any updates.
Click Submit to save entered information.
