Please add Fund Type to RENXT Fund View

I don't see Fund Type in the RENXT Fund Record. I see Fund Category.

  • Theodore VanPatten
  • Feb 24 2021
  • Reviewed: Voting Open
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  • Mikayla Fitzgibbons commented
    09 Jun 16:19

    This needs way more votes. We input the fund type when we create the fund but it is not visible in fund view? As a school we have scholarships that we want to differentiate from club funds, athletics, etc but we also need endowment, unrestricted, restricted. We need both category and type to be visible easily to everyone that has access to nxt. Hopefully this is an easy change.

  • Cherie Burkheiser commented
    02 Jun 20:03

    All data entry points should be displayed in their tile once entered. For some reason, Fund Type does not display in the Basic Info tile, even though that is where you enter the information. How is one to otherwise know what it is without clicking on the Edit button, which not everyone has access to.

  • Kellie Dentler commented
    19 May 23:23

    Our fundraisers rely on Fund Type to know which funds fall into their fundraising priority area. Without the ability to see Fund Type when they visit the fund record, they would need to ask admins for the Fund Type or to ask for lists of funds in each Fund Type. This creates more work for admins and confusion among the fundraisers.