Display Fund ID and Fund Description simultaneously
Anywhere there is a display of Fund Description, there should also be an option to display and filter by Fund ID...including in the database view of Raiser's Edge.
- When viewing Gifts, the Fund Description "Jim Ballou Scholarship" does not tell me much about the type of fund, other than it is a scholarship.
- Displaying Fund ID "AS227" and "Jim Ballou Scholarship" tells me at a glance that the fund is an endowed scholarship that belongs to the College of Arts and Sciences.....in addition to the name of the scholarship. This helps both back office users and fund-raisers understand the areas of campus a donor supports.
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Guest
- Feb 7 2017
- Reviewed: Voting Open
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- +89
Related ideas
Similar to Brenda, we use codes for ID with text for Descriptions. Users will prefer one or the other, bit being able to display both would be the best solution all round.
I agree with this issue and it also raises once again the limitation of NXT not being able to search for funds. The constituent search bar should allow for a fund search, like the DB view does. I hope that is being addressed as well.
Yes - our Fund ID and descriptions are setup in a way that makes sense for us, and it would be helpful to have NXT show the ID in gift reports.
In fact, I would expect the functionality that exists in RE7 to be carried over to NXT, whereby one can pick and order what columns appear in Gifts, for example.
My boss is bugging me for this almost every day. She prefers to just glance at the fund ID rather than read the description. Please give this as an option!
Same with Campaign and Appeal, please!