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Customers master assign to funds

Former Member

‎06-04-2009 9:54 AM

0 Kudos

Dear All,

Can customers be assigned to funds, grants and endowments? if yes how can we do.

Thanks and Regards

Gopa.

2 REPLIES 2

iklovski
Active Contributor

‎06-04-2009 10:27 AM

0 Kudos

Hi,

What's the functional purpose of this 'assignment'?

Regards,

Eli

Former Member
In response to iklovski

‎06-04-2009 10:48 AM

0 Kudos

Dear Eli,

The reason for this is because the users wants to assign customers to funds, grants and endowments.

Requirement is a customer has a grant and a gift. During posting the system need to default the right fund.

Thanks and Regards.

Gopa