I would like to be able to change the Initiative that a Fund/Project/Program is nested under. We like to use Initiatives as "buckets" for reporting revenue, and occasionally, after some time, my higher ups reconsider which Initiative they would like specific Funds to be reported under. This would also be helpful in instances where we do not have the time to have a conversation prior to a new Fund being added to the Designation Hierarchy due to the need for a quick turnaround in gift processing.
The ability to adjust the Initiative that a Fund is nested under will greatly help with to ease our broader reporting out of Altru. This way we do not need to piecemeal reports together by adding and subtracting fund totals from one Initiative to another.
Is there a way to turn our Initiatives into a Code Table that creates a dropdown in the Edit Designation task window so we can easily adjust that information without needing to inactivate the fund, create a new one, and then update the fund on all the gifts already associated with the original designation?
Stephanie Dunham
| Customer references | Organization Leadership |
