Add Search Functionality to Custom Designation set up in Client Admin Panel

The ability to search by charity name or EIN when reviewing / modifying existing custom charity designations would be very helpful for clients that have a lot of these set up. Currently you have to scroll through pages to find the organization you want to edit and this is cumbersome.

  • Elizabeth Liberman
  • Nov 1 2022
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    Chris Mathew commented
    13 Mar 14:47

    @Liz Rush-Smyth yes, this is live and was included in our 2.79 release.

  • Liz Rush-Smyth commented
    13 Mar 14:14

    Any update re: planned release? Is this live in the system - love the idea!

  • Guest commented
    November 01, 2022 15:50

    Also helpful when urgent response is needed.