Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have to go into a fund, then open a statement in order to see their Fund ID#. We have approximately 700 nonprofit partners, including many with multiple funds and similar fund naming conventions. Making the numerical Fund IDs easily visible in Fund Manager along with the Fund Name would be a huge help to reduce confusion for our fund advisors and staff.
Keenan Hahn
shared this idea