WISC has over 3000 funds with new funds created at all times.  Often times they have new opps added in that do not necessarily have codes or codes can be entered in mistakenly, wrong field etc...this makes it very difficult for STM to be in sync being as nothing is copied over systematically and the OA's do not have access to STM to make updates as they make them in SM to ensure both are matching.

It would be great if there was a feature similar to "Stewardship Visible" on the applicant field questions, that could be marked on the portfolio details. Fund Code, Aux, Code, Project ID, Scopes, Donors (which copy to funds already) that would auto populate and display in the funds grid. 

It would also be great if Portfolio ID came over in the funds grid so it can be linked to the BAM FUND ID if wanting to use our internal ID to link the platforms. Each one of their scholarship opportunities will have an individual fund and and contacts that cannot be shared across multiple (hence the need to unmerge).  Their donor contacts should only see the portfolio information they have contributed to regardless if that portfolio and others are tied to one fund.  I hope that makes sense.  Please reach out to me with any questions.

This is a very high priority for them as currently, they will rely on us to provide them reports so they can create a fund import crosswalk to ensure it is linked properly.