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1 result found

  1. Donation Notes - viewable in donation history

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    43 votes

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    Planned  ·  7 comments  ·  Notes, Tasks & Files  ·  Admin →
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