Campaign, Fund, and Appeal Categories
To help identify and group like fundraising efforts, your organization can categorize campaigns, funds, and appeals by their intent, such as Annual or Capital expenses. For example, if your organization runs several campaigns each year, you can assign them a category of Annual.
View the category of a campaign, fund, or appeal
On the record of a campaign, fund, or appeal, you can view the Category field in the overview at the top.
Manage the category of a campaign, fund, or appeal
In the database view, you can manage the category of a campaign, fund, or appeal on the General tab of its record.
Set up campaign, fund, and appeal categories
You can set up and manage the categories available for your organization's campaigns, fund, and appeals from the Campaign Category, Fund Category, and Appeal Category categories in Tables. For more information, see Tables.