Proposal mapping allows you to create a template to import Proposals into Raiser’s Edge using Importacular. Below, you can see a screenshot of the mapping template for this area.
In addition to the fields available on the Proposal Mapping, you can also add Attributes, Notes, a link to a Gift, a link to an Action and a link to a Solicitor to the Proposal.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
