Hi all -

My organization has affiliate organizations and individuals that conduct mini-special events for us each year. 

Does anyone have a recommendation for tracking these via the appeal record?  In the past we have created a separate appeal for each year (i.e. Cheer 2006, Cheer 2007, Cheer 2008, etc.).  I am now leaning toward simply giving the appeal a more general name (i.e. Cheer) with the gift date range signifying the applicable year.  Any thoughts or recommendations?  I am trying to keep the database streamlined and efficient without many, many inactive appeals.

Thanks much -

Diane  

I can definitely understand the motivation for doing this, but I can see a couple of issues which may or may not affect you depending on how extensively you use/want to use an appeal record.

Firstly, you will not be able to track the number of solicitations, unless you decide to use packages, but this should ideally be used to break down the solicitation types. Secondly, if you use the expenses section in an appeal record you will not be able to identify how much you have spent within the different years.  Finally, you will not be able to compare the years in some of the appeal canned reports.

Charlotte