Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
  1. Change the appeal on campaign records:
    1. In Records, open the appeal to be replaced
    2. Select the Campaigns tab
    3. Note the campaigns listed on this tab
    4. Open the first listed campaign
    5. On the Appeals tab, change the appeal to be replaced with the appeal to keep
    6. Repeat steps d and e for each campaign listed on the appeal's Campaigns tab
  2. Change the appeal on fund records
    1. In Records, open the appeal record to be replaced
    2. Select the Funds tab
    3. Note the funds listed on this tab
    4. Open the first listed fund
    5. On the Appeals tab, change the appeal to be replaced with the appeal to keep
    6. Save and close the fund
    7. Repeat steps 5 and 6 for each fund listed on the appeal's Funds tab
  3. Globally replace the appeals on gifts with the appeal to keep. Note: If the gifts are marked as Posted, you cannot globally change the appeal value. Consider making the record inactive instead.
  4. Globally replace the appeal on constituent records with the appeal to keep
  5. Delete the appeal or mark the fund as inactive