Match fund relationships on Fund and Relationship
We have some funds where the same person has two different relationships with a fund. When importing Fund Relationships is would be nice if there was an additional matching option; one that would look for a fund relationship for a constituent that had the same fund ID and the same relationship type.
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vote
Marian Ritland
shared this idea
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Marian Ritland
commented
I have a modification to this request. Please add date from and date to as matching options as well.