Custom Fields for fund
It would be amazing if we could add a custom field for Funds like we can on profiles. That way we can tag funds with their field of interest instead of tagging the Owners who may have multiple funds.
4
votes
I. Falcon
shared this idea
Custom fields are available on funds. Once you create the custom fields you can use custom reports to filter a list of funds and set the custom field in bulk. You can also set grant type for a fund. Feel free to reach out to support@foundant.com
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Custom fields are available on funds!