Allow Fund ID instead of Fund Description for Posting Gifts in Webview

In database view, we post to the General Ledger using Fund ID. Would like the same option in webview so a lookup table is not needed to reference from Fund Description.

  • Spencer Smith
  • Aug 20 2026
Gifts
  • Attach files
  • Cindy commented
    21 Aug 21:00

    Using the ID over the Description would be beneficial in so many different areas of Web View!

    It would be helpful if users had the option to select how fields are displayed in all areas, either by ID, Description or both when applicable.


    There is likely a preference based on job functions on how information is displayed. For gift entry and database admin seeing fund code, constituent ID number, Appeal id and other criteria is more helpful. Fundraisers would probably prefer the descriptions of that info.

    Attachments Open full size

Related ideas