Hi all,
We are in the initial phase of planning a consortium and have hit a hurdle with the campaigns/appeals/funds configuration. One of the systems they currently use allows targets to be placed on funds for reporting. I can only find ‘goal amount’ in the campaign setup and really don’t want to have to set a campaign up for every fund, there would be far too many and it wouldn’t logically make sense.
Has anyone else come across this in implementation? If not do you have any idea where this amount could go?
Thanks,
Gary
Gary Halliday CRM Application Specialist Southbank Centre Belvedere Road London SE1 8XX T +44 (0)20 7960 4221 F +44 (0)20 7921 0607
gary.halliday@southbankcentre.co.uk http://www.southbankcentre.co.uk
Gary,
Similar to Brian, we track our goals in solicitations and our designations are very close to our funds. We have one main custom report (its a beast) that tracks all income and goals broken out by campaign and designation. Dale