Ability to unpublish and republish fund snapshots

Problem: The only option if you don't want a snapshot to appear in the donor portal is to delete it. Clients would like to be able to unpublish a snapshot and have the ability to republish it later.

They may want the snapshot in BBSM so admins have the history, but not necessarily show it on the portal.

Once snapshots are deleted there is no way to have that history in BBSM.

  • Mary Trautman
  • Feb 4 2022
  • Reviewed: Voting Open
Client Name "shard name" Other
User System Admin , Stewardship Admin, Donor Admin
Functional Unit Donors, Donor, Reports
Employee Name Mary Trautman
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