ResearchPoint Ideas

I can't see the gift type (annual, cumulative, etc.) in the prospect research report, even after opening all the gifts to be included.

How can I see the gift type (annual, cumulative, etc.) in the prospect research report, even after I have opened all the gifts to be included in the report? There is a huge difference between annual and cumulative giving information, and I can see it on the screen but that information doesn't export to the Prospect Research report. This means that, after I have taken the time to tediously open each gift and have created my complete report, I still have to go back into the gifts on screen to see which are cumulative, etc.
  • Guest
  • Aug 13 2015
  • Shipped
Prospect Record
  • Sep 22, 2016

    Admin response

    This column will be available in the Prospect Research Report on 10/3/16 in our 4.92 release.

    We've also moved the "Category" column under the Organization Name as we noticed this describes the receiving organization and not the specific gift.

    gifttype.PNG
    Attachments Open full size
  • Attach files
  • +5

Related ideas