Report/grid showing disbursement fields that are contact visible on all funds.

If the person who set up a fund did not check which disbursement fields should be contact visible (show on donor report), there is no way to check which are missing short of opening all the funds in question individually. We did not find out until a donor report was opened and was missing the thank you letter. A report/grid showing disbursement fields that are contact visible on all funds would let us check the status of all funds at once.

  • Tim N
  • Oct 28 2021
  • Reviewed: Voting Open
Client Name "shard name" foster-washington
Functional Unit Donors, Grids, Reports
Employee Name Tim
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