being able to view appeal as well as fund in gift record tab.

I always check donor's record before reaching out or writing note, etc. It would be helpful to view the appeal that the donor gave to as well as fund without having to go into each gift record. Way too time consuming! a quick glance from the summary page would be appreciated.

  • Guest
  • Aug 11 2014
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  • Guest commented
    March 18, 2016 01:45

    This function exists. Just right click on bottom half of screen on the gifts tab. Select "columns" and move appeal from left box to right box.