When adding bulk contacts allow entry of a fund or a grant
Many times when we work with a donor set from a specific fund we also want that information on the contact record so we know what strategies are working
2
votes
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Declined
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AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
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When adding bulk contacts, the fund and grant fields are greyed out on purpose so that the same grant and fund information is not copied to multiple records.