Fundraising goals can be defined on funds, programs, campaigns and appeals. The steps below do not specifically outline the process of deleting goals on funds (Funds|Details page), but the procedure is identical.
To delete an existing fundraising goal, complete the following:
- Open the Funds Management application from the AudienceView Desktop.
The Programs|Search page appears.
- Search for and select the program that you want to remove a goal from. For more information, refer to the Funds Management - Programs|Search Page and Performing Searches.
The Programs|Program page appears.
- If you want to delete a goal from an existing campaign or appeal:
- Select the campaign from the campaigns listed on the right-hand side of the programs section.
The Programs|Campaigns page appears.
- Select the appeal from the appeals listed on the right-hand side of the campaigns section.
The Programs|Appeals page appears.
- Select the 'del?' check box(es) next to the goal(s) that you want to delete
- Click 'Apply'
A window confirms that the application updated the program, campaign, appeal or fund.
- Click 'OK'.
The totals that appear in the blue header row update to reflect the new goals.