When you view the Activity tab of an account, grant or project record, do you have to select the fiscal year each time? Save yourself a step by defining a default fiscal year. Here's how: Select Tools, Options from the menu bar. Select the Records tab. Highlight Account Activity, Grant Activity,...

I have a question about project beginning balances. For some reason, whenever my organization installed FE (back in 2005) they did not include beginning balances for any projects. This has led to the tedious task of exporting project reports to excel and manually inserting the period's beginning...

We would like to designate contacts for projects as Beneficiary, Authorized Representative, Donor, etc. In the Projects module, the Contact tab allows Name, Organization, Position, Address, and phone numbers. Does anyone know a way to include other designations or attributes for the contacts?