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CommunitySuite Idea Lab: Funds

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Create a Transaction using the Fund ID instead of Fund Name

Greater Milwaukee would like a feature to create a new donation and new grant with Fund ID number in addition to Fund Name. We have many funds with the same exact name with no way to differentiate. This could mean money is donated to or granted out of the wrong fund.

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Amanda Pool shared this idea  ·   ·  Report…  ·  Admin →
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  • Melissa Hunter commented  ·   ·  Report

    This is a big issue for us, as we have many funds with the same exact name and there's no way to differentiate which fund we're selecting. This could mean money is donated to or granted out of the wrong fund.

  • Kelly Knoke commented  ·   ·  Report

    When creating a donation it's unusual that you cannot type the Fund ID to bring up the fund name but rather the fund name. The same situation in bringing GLM grants over to C Suite and setting the Fund - cannot do it by ID but only by name.