Fund Relationships
Fund Description as available in query on Fund Relationships in a constituent query. Please include additional fields from the Fund. At minimum include Fund is Inactive, Fund Start Date, and Fund End Date. Fund Attributes would also be very nice to have.
-
Guest
- Jan 29 2013
Related ideas
Yes, please create a toggle on/off for "exclude inactive" in funds and in campaigns. It is so hard to weed through the history of both of these to create current reports.
The ability to view the Relationships tab from the RE database view in RE NXT would be extremely helpful. We have our endowment contacts, financial managers listed. We should be able to view and filter by specific types within RE NXT to have the same functionality that exists in the database view.
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
I would love to have the extra fund fields and attributes being avalable in constituent query. Right now I have to run a fund query to get those that have a certain attribute and export those out and then copy the fund ids into a constituent query. It would make it much easier to have this information available in the constituent query.
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
It would be ideal to have a Notes tab to place information that needs to be merged into endowment reports. Also creating the relationship tab similar to org records.
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
This is a HUGE issue for us -- not being able to filter exports or queries based on specific types of fund relationships and other criteria has really created a lot of extra work for us -- we have to use all kinds of workarounds which take a lot of extra time in reporting out to our staff.
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
Would be very nice to have more fields on funds
so that we could do mailings to people/committees/donors etc related to funds
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
In Query and Export, need to reach down deeper to more fields on the fund record (similar to querying/exporting on gifts, where you can reach down to all data related to the gift, like fund, attributes, etc.)
Give us the ability to globally delete fund relationships either on the constituent or the fund.