Inactivating Campaigns and Funds

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 

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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!