Fundraiser Goals/Adding Goals

To add new Fundraiser goal, open a fundraiser record, and navigate to the Goals tab. Click on Add.

Goal type: Choose from the drop-down list. Only Active Goal types are available.
Start date: Enter the Start date. For Goals that should span a fiscal year, enter the Start of the Fiscal year. Any combination of dates is acceptable.
End date: Enter the End date.
Business unit: Choose from the business unit drop-down list.
Value: Enter the value.
Comment: Add a comment.
Active: Check for Active records, uncheck for Inactive records. By default, Inactive records will be filtered out of the My Fundraiser goals tab.

Good to Know!

Only Affiliate administrators and Affiliate managers can add, delete, and edit goals.

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