Allow users to query or export proposals that have a gift linked to them

The team responsible for entering the gifts is different from the solicitors, and sometimes gifts are not linked to proposals during this process. It would be very helpful to be able to pull a list of proposals to find out which gifts have been linked- even just an output field (as opposed to a criteria one) would be extremely useful.

  • Jackie Wyatt
  • Aug 31 2021
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