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/
Client Name "shard name" | csus |
User | System Admin , Stewardship Admin, Support Admin, System Admin |
Functional Unit | Donors, Donor |
Employee Name | Mary Trautman |