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Restricted Fund Tracking

Anonyme il y a 11 ans • mis à jour par schmittaf il y a 11 ans • 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?

Solution
À l'étude
schmittaf il y a 11 ans
slawnikmj il y a 11 ans
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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