Ability to display additional proposal fields on the Gift Batch Link to Proposal screen such as Inactive, Deadline or Date Expected columns.

We would like to add the Date Expected, Inactive and Deadline columns to the Proposal screen in Gift Batch.  It would allow the data entry person to easily distinguish upon review the appropriate proposal to link the gift.  Right now, there is not enough information on the screen to determine this information especially if a constituent has more than one proposal.

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  • Mar 23 2017
Gifts
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  • Julie Hiland commented
    April 11, 2019 16:45

    Please please please pull in "Date Asked" into the "Link Gift to Proposal" screen. We have prospects who have MANY proposals, so the date is really important in helping us to select the correct proposal to which to link the gift.

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