The Goals tab shows Fundraiser goals created and configured by Affiliate Administrators and Managers.
This tab contains a list builder with the following columns:
- Active. Yes or No. By default, inactive goal records are hidden.
- Added by application
- Added by user name
- Business unit
- Changed by application
- Changed by user name
- Comment
- Date added
- Dated changed
- End date
- Goal type. Goal type is a new concept representing the old Solicitor goal attributes. The Attribute category names have been converted to Goal type values.
- Start date Previously, Goals were stored as attributes (one attribute per fiscal year). With this new model, instead of referencing the Fiscal year, each Goal includes a Start date and an End date
- Value
As with all list builders, users can sort and filter by any column. By default, the list is grouped by Start date; it can also be grouped by Goal type.
Good to Know!
- Only affiliate Administrators and Affiliate Managers can add, delete, or edit goals.
- Goals were converted from the Solicitor goal attributes.
- The solicitor goal attribute categories typically contain a reference to the fiscal year (like “FY22”). Goals were created with start and end dates for the referenced fiscal year. For instance, an attribute called FY22 Gift Assists was converted as a Goal type called Gift assists with Start date 10/1/2021 and end date 9/30/2022.
How Do I?