Gift reference field visible in NXT gift view in the Fundraiser Work Center

We need to be able to see the reference field for a Giving section of a Work Center, Portfolio of a prospect.  We need information that is recorded in the reference field of the gift record in the database view to appear.  Important information has been added to that field that is needed by our gift officers, but they are not able to easily locate the information while on the road.  

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  • Nov 3 2017
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  • Blake Moody commented
    May 15, 2020 17:02

    This was added to both the Gifts List and the Work Center tab for Gifts. In the webview we have labeled the gift field as Comments.