Link Actions to Campaigns and Funds

Jan Brand

In webview is there a way to link an action to a fund or campaign?  I know how to do so in the database view but don't see the same option in webview. Likewise, if i link an action to a fund or campaign in the database view, is it possible to see this in webview?


Any help or direction would be much appreciated!

Karen Diener

Hi Jan,


You cannot perform those actions in webview, but you can see linked records.


It is super clunky to get to them though!  I usually find a gift using the campaign, fund or appeal that I want to view, and click on its name in the gift list.  You'll see the shortened overview of the record on the right side of your screen, and if you click "view record" button, it will open the more complete record.  You can view any other linked records here.  There are also some other nice graphs and charts, which may or may not be helpful.


More direct access to Campaign, Fund and Appeal records would be really nice!  This idea asks for that for Appeals and Events, though it is a little outdated at this point because Events do have more direct access.  But if you agree with the idea that we should be able to go more directly to those record types, vote!


Karen

Potique Johnson

@Jan Brand Jan, I don't know if there is a way to do it in Webview, but I'm currently trying to do it in database view for Appeals and I can't seem to figure it out in database view. Since you know how, would you be willing to tell me the procedure? Potique Johnson (she) Call me Tiki