Pull Opp Descriptions into Funds to be visible as the Fund Summary Extended Text field

Problem: Many clients want to use the Opportunity Description as the fund summary and would like to "pull it in" from the opportunity to the fund.


We end up having to download reports and do vlookups to populate this column in the file with the opp description.


It would be great to be able to map this field to opp description somehow.


Current client requesting this is Davidson but this has come up before with other clients.

https://davidson.academicworks.com/



  • Mary Trautman
  • Jul 26 2021
  • Reviewed: Voting Open
Client Name "shard name" csus
User System Admin , Stewardship Admin, Support Admin, System Admin
Functional Unit Donors, Donor
Employee Name Mary Trautman
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