Yay, thank you so much. In our contacts, we have a contact method called "Pipeline". We make journal entries here to track any requests for support we've made to donors and any grant applications or donor commitments (pledges), before the funds are received. We created many custom journal fields that we fill in as part of our pipeline process to describe the details of the ask/commitment. For some donors, especially with grant applications, the pipeline entry can be similar from one year to the next, so it would super helpful if we could have the ability to copy a past one. Also, sometimes we want to make the same entry for several donors so this would also help with that.
Hello! We're investigating this as a potential update. Could you please provide us with more information on what type of Journal non-transactions contacts you like to copy (i.e. the business case where this comes up)?
Jennifer Allen
Thank you for the quick reply Jennifer!
We are keeping this suggesting in mind as a possible future enhancement. You'll be automatically notified if we start working on it.
Yay, thank you so much. In our contacts, we have a contact method called "Pipeline". We make journal entries here to track any requests for support we've made to donors and any grant applications or donor commitments (pledges), before the funds are received. We created many custom journal fields that we fill in as part of our pipeline process to describe the details of the ask/commitment. For some donors, especially with grant applications, the pipeline entry can be similar from one year to the next, so it would super helpful if we could have the ability to copy a past one. Also, sometimes we want to make the same entry for several donors so this would also help with that.
Hello! We're investigating this as a potential update. Could you please provide us with more information on what type of Journal non-transactions contacts you like to copy (i.e. the business case where this comes up)?