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Ideas
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En revisión
Restricted Fund Tracking
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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Respuesta
En revisión
schmittaf hace 11 años
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slawnikmj hace 11 años
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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