Include notes field in grant reports
In preparing annual reports, news releases, or other communications collateral about our grants, it would be great if the notes field, where we store the summary of what we are funding, could be a filter on the reports. The description field is merely what's on the check stub and for our records; the notes field contains what the organization will do. If there is no way to export this, we're adding hours, at least a full day, in which someone will have to compile that information and make it useful for our one-person communications team - or that one person has to spend an entire day doing something that should be made a lot simpler with a report field. Ideas welcome!
Jennie Dawes
shared this idea
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dawn
commented
I have a custom field that we can pull in but I would love to see this ability in the donor portal - so that advisors can see additional information about their grant.
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Abby Madison Reeg
commented
When a donor joins our Legacy Society, we tag them with a profile type. These cannot be sorted by time stamp, as profile types don't show in the log. We report monthly about how many new Legacy Society members we have. Would notes work for this purpose?
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Could you use a custom field for the notes you are needing to populate on your grants? Those would be available in grants reporting.