Ability to Merge Funds / Donation Designations
Selena Cayabyab
It would be incredibly helpful to have the option to merge two or more funds in the Funds/Donation Designations section of the dashboard.
Organizations often accumulate duplicate or outdated funds over time. Currently, the only options are to leave them as-is or delete a fund entirely, which removes past designations and impacts reporting. A merge feature would allow teams to consolidate their data without losing historical labels or breaking year-end statements.
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Tammy Aramian
I heartily concur. We're just beginning to consolidate funds, those impacted so far either weren't listed on GB or never had any donations so deleting it hasn't yet affected our records & reporting - but they will in the future!
S
Sabrina Schnell
I think this would be helpful as well.