Real Time Fund Data in Stewardship Management

Problem: CMC's donors periodically ask for fund balances, they would like the balances in BBSM to be updated in real time so donors can log in and see their current financials at any time.

 

Towson also brought this up on our BBAM call yesterday.

  • Mary Trautman
  • Dec 6 2018
  • Reviewed: Voting Open
Employee Name Mary Trautman
Client Name "shard name" cmc, towson
User Stewardship Admin, Donor Admin
Functional Unit Donors, Donor, Reports
  • Attach files

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