User stated that if our Foundation or Development office wanted to use this feature to put in Notes for specific scholarship portfolios, it would be easier to put the notes into a spreadsheet (along the lines of the Opportunity Worksheet) rather than having to click into each opportunity/portfolio to add the note. Just a quicker way to add the information into AW and have it be referenceable and viewable to their users.
Employee Name | Khanh Nguyen |
Client Name "shard name" | ndsu |
User | System Admin |
Functional Unit | Portfolio |