Import feature to connect with Fund Relationship and Constituent Fund Relationship
Hello, currently we have to manually connect the Fund ID under Relationship Tab to a Constituent record under relationship. Is there an import feature can create the relationship automatically instead of entering it one by one. It is very time consuming.
Yes! We just discovered this today and now our student worker is manually entering 2,000+ fund relationships for our most recent scholarship recipients. We are fully in support of being able to use import to connect these items.
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Yes! We just discovered this today and now our student worker is manually entering 2,000+ fund relationships for our most recent scholarship recipients. We are fully in support of being able to use import to connect these items.
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