CSM Efficiency - Configure Totals & Projections Move to CSRadmin panel

Currently, the date range used to calculate donation amounts on the client home page lives in Manage/Master Give in the YC admin panel.
This requires a huge manual update effort by CSM's at the beginning of each year and non-calendar updates can be missed entirely especially as accounts shift ownership.

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  • Aug 11 2022
  • Reviewed: Voting Open
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