Allow Gift Summary display settings to transfer over to Constituent Profiles

When pulling a Constituent Profile that contains the Gift Summary, you may want to hide some of the details if the document is going to be provided to a solicitor. In our case, we don't want everyone knowing what an individual's written off totals are. While we can remove this column from the individual's Gift Summary, this display setting doesn't transfer to the Constituent Profile because this particular report parameter file does not have any options for defining the columns in the report itself - they are hard-coded into the report.

  • Guest
  • Aug 3 2018
  • Attach files