General Discussion

  • 1.  Saving notes in GFM for sponsored projects, endowments, and gifts

    Posted 01-15-2021 06:28
    We are using the GFM system for Sponsored Projects but Spring 2021 Gifts and Endowments will be added to our system.
    Is there a way to keep notes, etc. in the system to be able to refer back to when reviewing reports, etc.?  We are in the process of reviewing all of our endowments and gift funds but need to keep notes about them as we work through each fund.
    Thank you!

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    Mary Burns
    Restricted Funds Manager
    The Wharton School
    University of Pennsylvania
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  • 2.  RE: Saving notes in GFM for sponsored projects, endowments, and gifts

    Posted 01-22-2021 09:02
    Hi Mary.  Thank you for reaching out.  Yes, we do have ways that you can capture notes.   I would love to meet with you directly to learn more about what you need and we will determine the best place for you to save the notes.  Are you available next week or 30 minutes at 11:00 am on either Monday, Tuesday or Wednesday?  Thank you.

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    Dawn Parker
    Services Professional & Consultant
    Cayuse
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