Just wondering if anyone has a report utility ( that they'd share) that can mass set associations?
We use associations to track portfolio assignments for major gift officers and if we could mass set a portfolio it would sure save a lot of manual data entry time!
Thanks!Marta
Marta -
I'm currently working on a report that will do that, but it's still in fledgling state and has some bugs to work out. When I get it done (which might be a while) I'm happy to share it...
Heather