Closed Funds should appear in Red in Relationships tab
When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.
Rhonda Page
shared this idea
3/20/2025: IDEA LAB LIVE:
Profiles: Added a red closed date for a fund on the fund link table located on the Relationship Tab. This will allow users to easily see if a linked fund is closed from a profile record.
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Emily Wilson
commented
It would be helpful from a Donor Development standpoint to have a column next to the fund name that says open or closed under the relationships tab on the household/individual profile. As we continue to establish new funds, make changes to existing, or close funds, it would be helpful to have a column that says open or closed or even if the fund is italicized (like for relationships that are not active). You don’t know if it is open or closed without clicking on the fund name.
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[Deleted User]
commented
And anywhere the Fund name appears. It would be great to have the Fund Name appear in Red or just to have (Closed) after the fund name in Red. Kind of like the Deceased profiles now show up.
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Rhonda Page
commented
Add closed funds to appear in RED on the Relationships tab within a profile. A quick look at Relationships will show funds open vs. closed. Would be helpful!