Close proposal (Change status from Open to Funded/Closed) after linking gift

When I enter a gift and link a proposal to it, RE still leaves the proposal open. In order to adjust the status after linking I still have to go into the prospect tab to change it. What's the point of linking the proposal if we still have to go into the prospect tab? It gives the illusion that you're saving time, but it's in fact more burdensome. When will this be fixed? This is a large flaw in the software.

  • Guest
  • Aug 3 2016
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