These are the fields you can see and set on a fundraising activity. For how to use them, see Manage a fundraising activity.

Activity

Set on Add a fundraising activity, Edit fundraising activity or the Overview tab.

Field	Required	Notes
Name	Yes	The activity’s display name. Leading and trailing spaces are removed. The list search matches names that begin with what you type.
Activity type	Yes	One of the types below.
Linked programmes	No	Programmes this activity supports. The picker currently offers no options; programmes already linked are shown as links.
Created	Set automatically	Shown on the list and under the activity’s name.
Last updated	Set automatically	Shown on the list.

Activity types

Type	Badge colour	Typical use
Appeal	Violet	A request for donations, such as a mailing or emergency appeal
Event	Blue	A fundraising event, such as a dinner or sponsored walk
Third-party fundraiser	Teal	Fundraising someone else organises on your behalf
Acquisition	Orange	A campaign to recruit new supporters

Expenses

Set on the Expenses & ROI tab. See Track fundraising activity expenses.

Field	Required	Notes
Description	Yes	What the cost was for
Amount	Yes	A number
Currency	Yes	Starts as GBP. Saved as a capitalised code.
Date	Yes	When the cost was incurred
Category (optional)	No	Free text, for example “Printing” or “Postage”

Payment defaults

Set on the Payment defaults tab. All are optional. See Set payment defaults on an activity.

Field	Values	Notes
Currency	Up to three letters, for example GBP	Saved in capitals
Status	Paid, Pledged, Invoiced or No default
Payment method	Cash, Cheque, Bank transfer, Direct debit, Card, Online, Other or No default
Team	Free text

Target audience

Set on the Segments tab. See Link segments and tasks to an activity.

Field	Notes
Type	Segment or Stack
Segment or stack	A saved segment or stack. Its name is recorded when you add it.

Linked records

These records point to the activity rather than being stored on it.

Record	Where you link it
Payments	Activity in the payment form
Fundraising pages	Created by integrations; see Find fundraising pages
Tasks	New task on the Tasks tab
Files	The Files tab