Fund information in RENXT database view does not show up in RENXT web view

At present there is no way to allow access to funds in webview (that do not have Gifts or Opportunities yet).  When we are trying to get the development officers using the RENXT webview, this causes difficulties.

  • Mark Bezanson
  • Apr 27 2019
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  • Devan Caton commented
    May 13, 2021 14:33

    This is very problematic because that means you have to already know of a constituent who has made a gift to a specific fund to be able to locate the fund record through a laborious process of navigating through other records. Our org has over 14,000 funds, and we need to be able to look them up on their own in the web view. We don't always know of a specific constituent who has given to that fund (some of our funds are over 200 years old). Honestly, that's often the piece of information we are trying to find (who has given to this fund and when). Our field staff almost solely use the web view now, and that means they are unable to access key information that they need.

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