Portfolio Name Updates to not Affect Archived Records

Oliver Mamangun from csulb would like to be able to update Portfolio Names, Fund Codes, and Auxiliary Fund Codes without updating this information on archived records. He has some portfolios where the Donors like to dedicate the scholarship to a new person every year. He wants to be able to update these names on the Portfolio without creating a brand new portfolio but does not want archived data to be updated with the change either.

  • Deleted User
  • Sep 19 2018
  • Reviewed: Voting Open
Employee Name Ashley Pierce
Client Name "shard name" csulb
User System Admin
Functional Unit Portfolio
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