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1. Add gift attributes to existing gifts

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   3 comments  ·  Classic Products » ImportOmatic  ·  Delete…  ·  Admin →
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   Nicole Harding commented  ·  Jan 15, 2021  ·  Edit…  ·  Delete…

   This would be extremely useful for the College. We have 1,000+ gifted life insurance policies and we need to update their values/attributes on a yearly basis. This is a crucial process for our team and Finance. Being able to update a gift attribute would allow us to update each of these planned gifts.

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   Nicole Harding supported this idea  ·  Jan 15, 2021