Inactivating Campaigns and Funds

You can always get to the data – those campaigns are grayed out on the dropdown menu but can still be selected.

_______________

Julie P. Hamre

Finance/Development Associate

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

in office Monday-Tuesday-Thursday

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

Hello!

I am working on setting up new campaigns for our upcoming fiscal year, and I've noticed that we have a ton of funds and campaigns that we don't ever use that are still active. In order to clean up the records, I would like to inactivate these, but I'm not sure if there are any negative repercussions of inactivating funds or campaigns. Can anyone shed some light on the topic?

I am a new development and Tess person, so I'm still learning the ropes. Thank you so much for your help!

Sara 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Hi Sara,

I haven’t found any problems with inactivating Campaigns or Funds when we switch over to a new fiscal year.  You’ll still be able to select them as criteria in reports.  The only thing you won’t be able to do is, say, add a solicitation or an appeal for a previous year if you notice someone’s account is missing some history (that’s an easy fix, you can always re-activate a campaign or fund.  It’s just an inconvenience!).

Hope that helps.

Cheers,

Christine

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

Follow Us: 

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sara Fellman
Sent: Thursday, July 18, 2013 10:57 AM
To: christine@soulpepper.ca
Subject: [Tessitura Development Forum] Inactivating Campaigns and Funds

Hello!

I am working on setting up new campaigns for our upcoming fiscal year, and I've noticed that we have a ton of funds and campaigns that we don't ever use that are still active. In order to clean up the records, I would like to inactivate these, but I'm not sure if there are any negative repercussions of inactivating funds or campaigns. Can anyone shed some light on the topic?

I am a new development and Tess person, so I'm still learning the ropes. Thank you so much for your help!

Sara 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Sara,

I haven’t had any problem inactivating a campaign and encourage it if you are no longer using it. If you revive a campaign, which is generally tied to a fiscal year you could rename it for the current fiscal year. In the case of a fund I would ask your finance folks before inactivating anything.

I have a question of my own. I’m new to Tess and am looking for examples of how other companies structure their Funds/Campaigns/Appeals and would love to see a template if you have one. I’m trying to create a spreadsheet so that our database admin can set the FY up. Do you have that? Could you share?

Thanks,

Hello!

I am working on setting up new campaigns for our upcoming fiscal year, and I've noticed that we have a ton of funds and campaigns that we don't ever use that are still active. In order to clean up the records, I would like to inactivate these, but I'm not sure if there are any negative repercussions of inactivating funds or campaigns. Can anyone shed some light on the topic?

I am a new development and Tess person, so I'm still learning the ropes. Thank you so much for your help!

Sara 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!