Importing of Fund Relationships - WE NEED THIS!

Denise Miller 2 · June 2019

We currently store scholarship recipient information within the awarding database. We could export that information on to a spreadsheet and import in to RE if we had that capability which in the end, would save us from the manual entry of EVERY scholarship recipient in to RE from constituent info/add/etc. to the Fund Relationship information which would consist of their scholarship(s) received and dates awarded. PLEASE CONSIDER!!!

Daniel R. Snyder · June 2019

Denise, I agree it is something that would be so helpful. Vote for the idea here.

Crystal Bruce‍ or Ray Bergman‍ maybe this could be moved to the RE discussion group so more folks will see it.

Judith Raub · June 2019

Thank you. I just went and voted.

This area is one of my nightmares because alot of the Fund Relationship is manual to keep it updated.

Have a great day!

Ray Bergman · June 2019

Moved to RE general discussion

-Ray

Judy Spigarelli · June 2019

We have asked for this function for YEARS! It's a primary reason my former org purchased ImportOmatic.

Importing of Fund Relationships - WE NEED THIS!

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