Tag More Than One Fund in a Note
It would be very helpful to be able to tag multiple funds in one note. Internally, we put notes on the fund advisor/donor profile and tag the note since we cannot do it the other way around. Would it be possible to tag multiple funds in a note, so we do not have to create duplicate notes on multiple funds profiles.
15
votes
Traci Sisson
shared this idea
-
Cindy Hoffman
commented
This improvement will allow us to capture administrative and relationship notes without having to create duplicate notes/extra work!
-
Crystal Harrison
commented
I support this idea!