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Restricted Fund Tracking

Anonym 11 år siden • opdateret af schmittaf 11 år siden • 1

Kate Olson/the Advancement team needs a method to track details, connections, documents, etc for 13 restricted funds - much like the existing scholarship objects. Is it possible to use or adapt the scholarship/term/disbursement objects for this need?

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schmittaf 11 år siden
slawnikmj 11 år siden
Kate needs some kind of solution by March, so we're going to try using Designations since that's where these funds already have records. I added a field for her to track those she needs to steward and changed her page layout to be more intuitive for her work. We'll see how that goes.

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