hello!
Wanted to throw this out here and see what folks find is best practice when it comes to their different Acknowledgement rules and keeping them tidy? There's no inactive checkbox so do you find then deleting is the best or only option? Also, how specific are you with your acknowledgement rules OR are they more generic and not named for a specific fiscal year for example...
Thanks,
Maureen
Thanks, Maureen, for bringing this up. I have similar questions, too. We are "between" membership managers and I'm pitching in for a while. It looks like we have generic letters that are not named for a specific fiscal year.
I noticed, though, on the Acknowledgements tab (in References), that Campaigns are set up for each fiscal year with the corresponding letter. My question is, some of these were set up in duplicate. There are so many columns and it took a while to confirm that the duplicates aren't really different kinds of acknowledgements or creditee indicators, etc. They really are duplicates (while other acknowledgement links are missing). The duplicates make sense, because staff have noticed that duplicates are pulling when some letters are printed.
My question is... if a row (campaign with acknowlegement) is deleted, what is the downside? I assume it doesn't impact anything that was already printed. Can I assume there is no other place where data is recorded about what was printed? Thanks for helping a fledgling!
I have deleted rows with no ill effects. Mostly, I have done this for old campaigns just to get rid of the clutter, but also when a duplicate occurs. If the deletion turns out to be a mistake, it's easy enough to recreate.
I am not aware of an inactive button. I have just had to delete them if I want them to not be available.
As a rule, I always keep at least 2 sets of fiscal year ack letters - I swap the oldest to the newest, and piggy-back on what I have set up. If I feel like I need something for a longer time period, then I'll create a new one completely as to not loose the old one. This also allows me to know what I did the prior year and helps me duplicate for the next year...99% of my acks are the same, unless we are in a special project.