Problem: Fund Names in fund files are often not formatted well and/or are truncated. Most clients end up having me load in portfolio names into their fund files instead because they look better. This involves either them or me doing a vlookup to grab those portfolio names and adding to the fund file (usually me because they don't know how to do it).

Then later when they load new fund files they're back to the same issue because the fund names coming out of their accounting systems are not "pretty."

Potential Solution:
It would be good to either default Fund Name to the Portfolio Name OR give the client the option of using the name in the Fund File OR the Portfolion name to display on donor reports.

Current Client: Davidson but also most of my other clients that have both Award and Stewardship Mgt have run into this