Editing a sponsor
In 4planning you can easily edit existing sponsors. This is useful when details, amounts or terms change.
Step 1: Go to the sponsor overview
- Go to Sponsors in the left-hand menu.
You now see the overview of current and past sponsors.
Step 2: Open the sponsor
- Click or tap the sponsor you want to change.
You land on that sponsor's detail page.
Step 3: Edit
- Click or tap Edit in the top right.
All fields are already filled in. You can change them where needed, such as:
- Name and sponsor package.
- Amount and frequency.
- Start and end date.
- Ongoing sponsorship.
- Notes.
- The contact person's details.
Step 4: Save
Save your changes. They take effect immediately.
Tips for effective use
- Review sponsor information regularly.
- Keep contact details up to date.
- Keep terms and agreements current.
Good to know
- Changes are visible immediately.
- The sponsor stays linked to the package and its history.
- This helps with good relationship management.
Had je hier iets aan?
Dank je wel — we gebruiken dit om de kennisbank te verbeteren.