This is accomplished when you are setting up the Campaign, Fund, or Appeal record:
  1. Go to Records> Funds
  2. Open the existing Fund (or click to Create a new fund).  With the fund open, select the Appeals tab
  3. Enter the Appeals as needed to be associated with the Fund
  4. Mark the Limit data entry to only appeals associated with this fund checkbox
    • This will prevent users from adding a gift with a particular Fund and then selecting an Appeal that is not associated with the fund
  5. Go to Records> Campaigns
  6. Open the existing Campaign (or click to Create a new campaign).  With the campaign open, select the Funds tab (or the Giving Hierarchy tab, if your organization has The Raiser's Edge Enterprise)
  7. Click to add a New Fund or Add an Existing Fund, as needed to be associated with the Campaign
  8. Mark the Limit data entry to only funds associated with this campaign checkbox
  9. Save and Close the Campaign
Note: You can also repeat the steps for Appeal records using the Fund and Campaign tabs on the Appeal.