Fund Relationship Import

I need to be able to import fund relationships. We use this to add scholarship recipients. I am suprised it is not an option for import.

  • Guest
  • Jan 23 2014
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    • Devan Caton commented
      September 05, 2024 13:38

      Agreed. For orgs that only have a handful of funds, it's no big deal. However, our org has over 14,000 funds in RE at the moment. That's not a situation where you can handle adding/updating info manually.

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    • Guest commented
      June 06, 2019 15:32

      This area is my nightmare to keep accurate because it is all a manual process.  I also agree is not very friendly with aspects to gathering other information out.

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    • Guest commented
      November 22, 2016 16:26

      It would be great to be able to export fund relationships and fund information in the same query as well.

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    • Guest commented
      March 17, 2016 23:37

      This is a serious flaw in RE. How is it that something like this is not foreseen by BB? Unbelievable

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