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Includes a number of custom searches that help give an overview of financial information.
Useful for financial and bookkeeping staff of an organization.
Custom searches include:
- Engagement Summary
- Contact Financial Summary
- Contact Financial Exclusion Summary
- Contribtions with Pricesets
- Financial Aging
This extension also adds an extra "Financial Summary" tab onto every Contact record. This shows the overall current balance, as well as supporting details.
