Manage Fields

GiftWorks contains a number of fields that prompt the user with a list of options to choose from to better define items in GiftWorks.  For instance, the appeal is a field to describe a specific effort or action used to raise donations.  You will want to define appeals that are specific to your organization and fundraising plan.  Some examples of appeals might be: holiday fundraising letter, car wash, holiday gala, etc.

Choose a field from the drop-down menu that you want to customize:

• Appeal
• Fund
• Campaign

Click the Add Appeal/Fund/Campaign button to add a new item to the list of options.  Provide a name for the new item that you’re adding and provide a description.  If you want this option to be available for the user to choose from, then check the Is Visible checkbox.

To edit a field list value, click the View icon to the right of the list item’s name.  If you want to delete this item from the list of items, click the Delete icon.  Note: Deleting a list item will also delete it from anywhere it is referenced.