In the Fund Module Note Area

You can copy and then paste into the note area of a profile. It would be nice to be able to do the same with the Funds module. It would be useful to copy board minutes into the fund module note area when a fund is establish or the minutes when a fund is closed. Also a donors obit would be nice in this area, because years down the road. You may have a closed fund without knowing the original donors name to find the profile or history on the fund and this information would all be in one spot.
  • Guest
  • Aug 11 2015
  • Reviewed: Voting Open
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  • Guest commented
    June 09, 2016 17:50

    You can do this now.  Just copy the content in the source document and ctl+V to paste it into the fund note window.

  • +10