Allow System Administrators to add Notes to portfolios en masse via import like Opportunity Import

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.

  • Deleted User
  • Mar 30 2018
  • Reviewed: Voting Open
Employee Name Khanh Nguyen
Client Name "shard name" ndsu
User System Admin
Functional Unit Portfolio
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