Is there a good method for pulling stock gifts made during a fiscal year and all associated information? Racking my brain and I can't think of a solution.
Thoughts would be excellent!
Jenn
Jenn,
It depends on what systems you have set up to track stock gifts. Do you have a custom gift entry field where you enter stock information? Do you enter stock info in the gift entry notes field? Do you have a separate payment method for stock gifts? There is no standardized method to manage stock so I'm sure many companies are doing it in different ways.Dale