Would like to change the fund field label "Name" to be "Portfolio Name"

Currently the "name" column in the funds grid is hard coded to display "name".  Wisc would like the ability to have this as a fund field they can update to "Portfolio Name"

 

Change "Name" in grid: https://wisc.academicworks.com/donor/admin/funds

Would like to update label here: https://wisc.academicworks.com/donor/admin/fund/fields

 

Thanks!

 

Cammy

  • Deleted User
  • Mar 7 2019
  • Reviewed: Voting Open
Employee Name Cammy Jagielski
Client Name "shard name" wisc
User Stewardship Admin
Functional Unit Grids
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  • Mary Trautman commented
    March 22, 2019 17:15

    Since we have two "names" in the funds, this one which comes over initially from the portfolio but can be changed, and the other name which comes from the fund upload, it does make sense to call this Portfolio Name. Several of my clients have been confused about this and the two identical Project ID fields since they have the same names too.

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  • Deleted User commented
    March 11, 2019 19:52

    I met with WISC again today and if the hard coded "name" is able to be changed, they mentioned it would make more sense if it was labeled "Scholarship Name" not "Portfolio Name" as initially submitted. They updated their CRM to say scholarship.  I mentioned I would pass this along as well as note it would be great if this was a locked header on the fund fields tab where it could be customized to any institutions preference. 

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  • Deleted User commented
    March 07, 2019 21:51

    Note from Morgan Machina "Thanks for creating the All Funds view, this is much better than the Complete View.  Having “Name” changed to “Portfolio Name” would definitely be a helpful enhancement to clarifying the difference between the Fund Name and Portfolio Name, which is essential to having the grid be intuitive."

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