Settings and activity
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22 votes
Britt Ramroop
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8 votes
We plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.
Britt Ramroop
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7 votesBritt Ramroop
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20 votesBritt Ramroop
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30 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Britt Ramroop
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43 votesBritt Ramroop
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27 votesBritt Ramroop
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54 votesBritt Ramroop
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55 votesBritt Ramroop
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34 votesBritt Ramroop
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24 votesBritt Ramroop
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29 votes
An error occurred while saving the comment Britt Ramroop
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38 votesBritt Ramroop
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35 votesBritt Ramroop
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17 votesBritt Ramroop
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58 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Britt Ramroop
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26 votesBritt Ramroop
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10 votes
An error occurred while saving the comment Britt Ramroop
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Would like a better, bolder, way to see recurring grants through fund advisor portal. Currently fund advisors can only see if their recurring grants listed on the Grant Request Tab and if they scroll to the bottom. Honestly, they are going to look at the Grants tab, not Grants Request tab for that information. Any recurring grant that we set administratively doesn't appear at all in their portal which is causing confusion as to whether or not we've done what was asked of us. There is also no way to review from the fund advisor portal, the details of the request. So if they want to see how many requests are left they don't know. We love having the option for recurring grants but it would be very helpful for our fund advisors to see, to help remind, what they actually set up.
Britt Ramroop
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46 votesBritt Ramroop
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67 votesBritt Ramroop
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I really would like to see bulk edit capabilities on the Fund Advisor page. We can currently set all or nothing which in theory is nice, but I have fund advisors with different permissions. So if I turn them all off to do what needs to be done, they don't "restore" when I turn them back on. Which means then I have to back through every single fund advisor who didn't have permission for notifications turned on to begin with and turn them all off again. (which is a very time consuming endeavor)