Settings and activity
68 results found
-
9 votes
Leeann Wright supported this idea ·
-
16 votes
-
15 votes
-
56 votes
-
21 votes
-
12 votes
-
6 votes
This sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.
The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:
- Open
- Bequest Documented
- Realization Notification
- In Process
- Closed
-
13 votes
-
81 votes
-
3 votes
-
31 votes
-
147 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
-
14 votes
-
17 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
-
92 votes
-
31 votes
-
25 votes
-
40 votes
-
19 votes
-
34 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
