Fund relationships :

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Fund relationships

Melissa Graves

started a topic over 8 years ago

Can IOM be used to import Fund relationships?

3 Comments

Melissa Graves

said over 8 years ago

I now see that you can, but what is the minimum you need in order to do this. What if i have just name and Fund ID?

Dave Kaufman

said over 8 years ago

I am wondering the same -- what would be the minimum amount of info we'd need for an import file?

Amanda Allen

said over 8 years ago

At the very least you will need the constituent's ID or name and then the fund ID or description (depending on your Raisers Edge user options).

Please let me know if you have any other questions about importing fund relationships.

Thank you,
Amanda
Omatic Support