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Saved Views for Core Records

Return to the donor, recipient, sponsorship, or donation view you rely on without rebuilding it each time.

Available now

  • Save named worksheet views for recurring work.

  • Choose a personal default for donors, recipients, sponsorships, and donations.

  • Preserve the relevant program or record context when reopening a view.

  • Restore the correct rows, filters, and columns without requiring a page refresh.

We will keep extending the same workspace behavior to more parts of Gratona.

Status: Completed

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