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Date

Attendees

  • Becky LeGette

  • Tony Lim
  • Abigael Gonida

Discussion items

  • Discussed all of the three saved search reports (Donations This FY by Ranges per Household, Donor Report for Board Meetings and the CAC – Donors with Donations to Acknowledge) that we have customized to meet the reporting requirements Child Advocates to complete the project. 

Action items

  • It was confirmed and agreed by both parties (Grantee and NetSuite Volunteers) that the project is deemed successfully completed.