need to be able to create a table either in Gifts or in Word and copy and paste into gifts online

word needs to be functional in Gifts Online. This seems like a no brainer to me. I am using the Evaluation field in the data base and the nonprofit has a very descriptive table that I would like to bring into Gifts. How do I copy and paste and keep the formatting?

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  • Aug 16 2017
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  • Vin St John commented
    August 21, 2017 19:15

    Thank you for this suggestion. You're correct that today, copying-and-pasting text with complex formatting (such as tables, fonts, and colors) into fields in GIFTS Online will cause them to lose the formatting information. This is because fields in GIFTS Online are stored as plain text, which makes it simpler for them to appear in list columns, reports, and dashboards, as well as for them to be merged into Word documents later without issue.

    So, today, the best practice is to either:

    1. Simplify the formatting so that it displays in a way that you are happy with within the plain text fields in GIFTS Online, or
    2. Store data with complex formatting needs as documents attached to a record in GIFTS Online

    Howeve that doesn't mean we wouldn't consider changing this in the future! I would like to encourage everyone reading this to upvote if this idea is important to you. This will help us determine how high-priority this should be in the new SKY UX version of GIFTS Online, compared to the other improvements we're already considering for our roadmap.

    And, of course, anyone can feel free to add additional comments here.

    Thank you again!

    -Vin St. John,
    Product Manager, Grantmaking and Outcomes team, Blackbaud

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