Modify Campaigns

The Campaigns feature is designed for organizations that want to track a missionary's financial support. If the organization uses Donors and gifts, the Campaign field is also available in Accounts Payable to track a missionary's expenses.

Filters

You have access to the following Filters:

1. Contact: Enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James").
2. Name: The name of the campaign.
3. Active
4. Purpose
5. Click Search to display results, or click Clear Filters to reset all filters.

Campaigns Information Grid

The Campaigns Information grid contains the following columns for each campaign:

1. Name
2. Active
3. Click the Edit icon or double-click any campaign in the grid to edit the record. You can also click Add New Campaign to add a new campaign.

Campaigns Information Update

Choose the Campaign, then complete the following fields:

1. Name
2. Contact
3. Purpose
4. Project

Add New Campaign:

Click Add New Campaign to add to the list of campaigns, then complete the following fields:

1. Name
2. Contact
3. Purpose
4. Project
5. Add New Line: Click the Add New Line link to add to the campaign.
   • Starting
   • Ending
   • Goal

6. Click Update to save any information that has been added or changed.
7. Click Reset to restore the page to its state before any changes were made.
8. Click Cancel to leave the page without saving any changes and return to the previous page.

Updated June 10, 2026 07:25