Create field for Fund ID along with Fund Name

In Management when adding a fund name, there should also be a fund ID field.  Our accountant use GL numbers, which we would like to add as a Fund ID field.  For example, the fund name might be "General" and the Fund ID "0001".    We would like to be able to query on the Fund ID and especially export and have a report column for the Fund ID.  When we show a report or list of gifts, it would be great to chose columns for fund name AND/OR fund ID.

  • Aaron Kinnon
  • Mar 10 2017
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  • S Schuenke commented
    March 04, 2020 19:17

    also follows with idea for UDF's for Funds.