Reports
Create a module in CSuite where we can paste a list of profile ID's and run a report on only these to identify donations. Also a report that would highlight dupes when we upload new profiles using the template.When we submit to upload, an alert would pop up for the duplicates.
Cintia Abney
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Barb Hager commented
It is important for our organization to be able to create a custom report for a mail merge with all address information. Some reports you can only pull just one or the other but we need a report that includes the Fund Advisor's address and the Grantee's mailing address all on the same report. There are several other fields included however, we've notice that we cannot pull both mailing addresses in one report. Can this be added as a field in the reports, please?