Inactivating Campaigns and Funds

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

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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!

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!