Add additional columns on Gifts tab

Would like to see the FundID and Fund Description in the display on the Gifts tab.

  • Guest
  • Mar 18 2014
  • Attach files
  • Amelia Ketzle commented
    September 25, 2020 18:01

    Would also like to be able to add Fund Attributes to the Gifts tab. You can't tell what the Fund goes to the way it currently shows it, so you don't know what area they've actually donated to!

  • Guest commented
    October 06, 2016 19:49

    This was suggested to me by a coworker just on Monday (10/03/16). She advises that being able to see both pieces of information would reduce the need to click back and forth to confirm. Many organizations utilize multiple funds, and this could provide an efficiency by having both the fund id and the description on the gift tab. 

  • Regina Dodge commented
    March 18, 2016 00:44

    This would be extremely helpful for some things you need the Fund ID and other things you'll need the Fund Description. It's a pain having to look up one or the other or to also go back & forth switching the fund view.

  • Guest commented
    March 18, 2016 00:44

    For what we do, we need both the constituent number AND the fund number. It is a hassle to have to go to the constituent to get their number, then gifts to see who the gift is for, then over into funds and type in the name and find the fund number. We have to do this hundreds of times per day and it is a huge time waster. We also need to see the name of the fund, so just changing from a description column to a fund id column does not help. Thank you for considering adding both columns at the same time.