For background on what a fundraising activity is and when to use one, see Touchpoints, payments and fundraising activities.

Browse fundraising activities

Open Fundraising activities in the sidebar. The page lists all activities in a table.

  • Search by name — type in the search box to filter the list instantly.
  • Filter by type — use the type dropdown to show only Appeals, Events, Third-party fundraisers, or Acquisitions.

Create a fundraising activity

  1. Open Fundraising activities in the sidebar.
  2. Click Add fundraising activity.
  3. Enter Name and select an Activity type; both are required.
  4. Click Create activity.

For the full list of fields, see Fundraising activity fields.

  • When logging a touchpoint, select a fundraising activity in the touchpoint form.
  • When recording a payment, select a fundraising activity in the payment form.

Edit a fundraising activity

  1. Find the activity in the table.
  2. Click the pencil (Edit) button on the row.
  3. Update the fields and click Save.

Delete a fundraising activity

  1. Find the activity in the table.
  2. Click the trash (Delete) button on the row.
  3. Confirm the deletion in the prompt.

Deleting a fundraising activity does not delete any payments or touchpoints that were linked to it.

Work from the activity detail page

Select the activity name to open its detail page. The Overview tab lets you edit name and type and save. Other tabs provide the activity timeline, expenses, payment defaults, files, segments and, with task access, linked tasks.

Use Files for attachments and Payment defaults for values to prefill when coding payments to the activity. The Overview’s tags and fundraising-page sections are currently placeholders; use the separate Fundraising pages browser to inspect pages. The linked-programmes selector currently has no selectable options, although existing programme links can be displayed.