Creating a fund note tab - ability to type in free text to merge into endowment reports

Note tab added into Fund Records - this will enable us to have all information about the fund in one place. We would like to merge purpose, criteria, and other information in our donor's endowment reports. Also, ability to add student recipient relationships

  • Christine Adams
  • May 22 2014
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  • Guest commented
    March 18, 2016 01:06

    It would be really helpful to have some more options related to notes in a Fund record. I envision a notepad like a constituent (or action, or event, or gift, etc.) one where you have different notepad types. Fund records need to store "internal" details, but also "external" ones, but there is no way to separate those on the record.

    We had just this instance at a previous job of mine. We had what we called the "pretty" fund purpose - a little less technical than our internal purpose stored on the record. Unfortunately, we had to store that in a spreadsheet outside of RE, and then use VLOOKUP to pull that field into my spreadsheet for merging into endowment reports.

    A simple addition of a "notes" tab on a Fund record would be a huge help!

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