Allow Donors to Add Grant Contact/Address in Portal
I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".
Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?
Wendy Witte commented
As others have suggested - please have the donor portal include visibility of the Grantee address. So many organizations are similar!
We have several St. Paul Lutheran Church (for example) in various cities in various states and it would be so helpful if the donor portal included address, city, state, zip of grantess (maybe just city/state in the drop down menu for selection) for grantees. Great way to update an address and also to ensure they select the correct "St. Paul Lutheran Church".
Laurel Shulman commented
Generally, our donors want to be able to see the address information for all grants they have submitted. Ideally this would mirror how we see all contact information for contributors to the fund.