Need more fields in Link Gift to Proposal window

When adding a gift and clicking to link the gift to a proposal, we very much need more field options here. Currently, we are provided with just Proposal Name, Proposal Purpose, Campaign, Fund, Constituent Name, and Amount Applied. We need to see Date Asked. It would also be incredibly helpful if we can filter to only see active proposal records. Some of our prospects have MANY proposals, so sifting through all of them on this window in its current format is very cumbersome.

  • Julie Hiland
  • Jun 27 2016
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