Profile Funds labeled with Open or Closed on Household/Individual Profile
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.
4
votes
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