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How can I view the details of a Fundraising Ask?

  • Updated

To view details of an existing Fundraising Ask, go to a person's record > Fundraising tab > Giving Potential menu. In the Open/Closed Asks section, select the Ask you wish to view.

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On the Ask Details page, you can view the CHANGE LOG of the Ask, as well as EDIT the Ask or DELETE the Ask.

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  • Select the CHANGE LOG button to see a detailed history of any changes to an existing Ask.
  • Select the EDIT button to make changes to the Ask.
  • Select the DELETE button to permanently delete the Ask.