We have started to use outbound funds, and I noticed that the funding request is a lookup relationship to the funding program, thus not allowing for rollup summary fields.
It would be super helpful to be able to rollup information like: total amount of funding requests received, total amount dispersed, total amount rejected.
I know that I can do this in a report, but having this as a quick "on the fly" view would be super useful...
7 respostas
I'm happy to share what I learned - shoot me an email at sheri@bekerfoundation.org and let's figure out a time to connect. The easiest thing would be a quick Zoom with screen share so I can explain how it works.
