The following image illustrates the Funds Management application Programs|Campaigns page:
The Programs|Campaigns Page
The Funds Management application Programs|Campaigns page consists of the following properties:
Field |
Description |
Name |
Name of the campaign. This must be unique within the program. |
Description |
Brief description of the campaign. |
Appeals |
Displays the appeals associated with the campaign.
Clicking on an appeal will open the appropriate Programs|Appeals page. |
Pledges to Date |
Displays the total amount of money that has been pledged to a particular program.
This is a read-only field that displays when an existing program is selected. |
Received Donations to Date |
Displays the total amount of money that has been received for a particular program.
This is a read-only field that displays when an existing program is selected. |
Campaign Data Section
The following image illustrates the data section of the Funds Management application Programs|Campaigns page:
The data section of the Funds Management application Programs|Campaigns page consists of the following properties:
Field |
Description |
Data [1-8] |
Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSprogramBO::Appeal node and select the field that you want to re-label. |
Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSprogramBO::Appeal node and select the field that you want to re-label. |
Rank |
Enter a number to rank the campaign, indicating its display order on the site. Campaigns are ranked in descending order (i.e. 4 will be ranked before 1). |
Campaign Notes Section
Once you have created a campaign you can add notes to log problems, comments, compliments or any other information that may be useful to you, a ticket seller or your administrator.
The following image illustrates the notes section of the Funds Management application Programs|Campaign page when the 'Add Note' button is clicked:
The notes section of the Funds Management application Programs|Campaign page contains the following properties:
Field |
Description |
Subject |
The subject for the note.
Subject types are configured using the General Configuration application Lists|Entries page of the note types list. |
Status |
Specifies the note’s status (e.g. In Progress, Completed). |
Due Date |
Specifies a due date for the note’s task.
If you enter a value, the note displays on your My Notes|Home|Created by page in My AudienceView and on the My Notes|Home|Assigned to page for any user that has been selected in the Owners list. |
Access Modes |
Specifies who can read and modify the note once created:
- Private: Only the note’s creator and owners (if any) can view and modify the note.
- Public: Any user can view and modify the note.
- Readable: Any user can view the note, but only its creator and owner(s) (if any) can modify it. This is the default mode.
|
URL |
If required, enter the URL to create a link to a relevant site. |
Text |
Enter a name for the task. |
Owners |
Enables you to select the user(s) who will be responsible for carrying out or following up on this note. The note displays in the owner’s My Notes|Home|Assigned to page (if there is a due date) or My Notes|Notes page (if there is no due date) in My AudienceView.
To select more than one owner, hold CTRL or SHIFT while making your selections. |
Parent |
Indicates what the note is associated with. The name given to the item appears first followed by the type of item (e.g. Restoration is the 'Name' given to the Campaign. |
File Attachments |
Enables you to attach files to the note. For more information, refer to Adding a File Attachment to a Note. |
Data [1-8] |
Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |
Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |