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Restricted Fund Tracking

Anonym vor 11 Jahren • aktualisiert von schmittaf vor 11 Jahren • 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 vor 11 Jahren
slawnikmj vor 11 Jahren
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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