Appeals (Gift) Lookup

The Appeals Lookup may be used to search for past, present and future appeals used to solicit an entity.  This could be an individual or an organization.

 

How Do I Perform a Template Lookup?

 

How Do I Perform an Advanced Lookup?

 

 

Data Fields:

 

Year

The year that the appeal you wish to look up was used.

Month

The month that the appeal you wish to look up was used.

Appeal

The appeal code you wish to look up, as it appears in the Appeal Header. Press F2 to perform an appeal header lookup.

Status

The status of the appeal that you wish to look up.

Response

The response from the entity in regards to the appeal that you wish to look up. Values in this drop-down list are validated against the tms_response table (V7).

Amount

The amount that the entity that you wish to look up has agreed to contribute.

Original Ask

The amount that the entity that you wish to look up was originally asked to contribute.

Scheduled

The date that the appeal you wish to look up was scheduled to be sent.

Sent

The actual date that the appeal you wish to look up was sent.

Data Src

This field indicates the source from which the appeal information you wish to look up originated. Values in this drop-down list are validated against the tms_data_source table (YI).

Comment

A general comment regarding any additional information about the appeal for the entity you wish to look up.