Invoice Descriptions in Web View

Diana Moran
Diana Moran
Second Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hello,

How would we be able to retain the data on our client invoices when we move to web only view? Data base allows us to notate the invoices with the specific grant but web view does not have that option and that field will just disappear when we are locked out of database. We will have no way to differentiate the project revenue from the invoices. An example is below:

Here are screenshots of the Client/Activity screen in AR for both views.

New View on Web

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Data base - you can see the 3-digit project number for each invoice in the description

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Comments

  • Diana Moran
    Diana Moran
    Second Anniversary Name Dropper Participant Facilitator 1

    @Diana Moran To clarify, this is one client with multiple projects and grants. We have many clients with the same set up.

  • Kimberly Piecuch
    Kimberly Piecuch Blackbaud Employee
    Seventh Anniversary Kudos 1 Name Dropper Participant

    @Diana Moran looks like your post somehow made it to the discussion page for Workflows in Raiser's Edge NXT. The FENXT page would probably have some good ideas if you're able to reshare your question there?

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