Full Field Customization

Our organization is using Raiser's Edge as a CRM, not for fundraising.

I want to be able to change the name of the "fundraising" tab in webview and hide ALL fields (not just some) in the database view and webview that relate to donations/gifts/funds, etc. and rename fields like appeals, so that what we see and work with is relevant to our work and the language we use. It's frustrating sifting through and/or reading tabs/columns of things that do not pertain to our needs and constituents.

  • Mandy Norbi
  • Jul 19 2018
  • Attach files