53 results found
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Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"
Please consider the term "Portal Access" rather than "Fund Advisor," as a great many individuals in the system have access to a fund portal but are not what we would consider a "fund advisor." They have no advising capability but can view tabs in the portal. The term "Portal Access" covers so many more situations and is much less confusing, even internally.
16 votes -
Portal Styling Support with Classes
To ease styling for new features like the recent change that allows Fund Advisors to change their profile contact information and to enable two-factor authentication, it would be helpful to have an identifying class of some sort within the code, or at the very least, a class added to the body or ftcontentcontainer div that tells us what page we're on (so that we can style things within that div differently than on other pages).
16 votes -
Donor/Fund Advisor Portal: Grantee Search
It would be super nice if our Donor Portal fund advisors had the same, great search experience that we do in Community Suite. As it is now, they have to type the grantee name exactly for it to come up in the list. For example we'd like them to be able to type "Cancer" and all the grantees with that name appear for them to choose their favorite. Thanks for the consideration!
15 votes -
More Donation Info For Fund Advisors
Our fund advisors would like to be able to see the In Memory of/In Honor of fields as well as the Recognition field of a donation. I would hope this would be an easy add to the fund advisor permissions.
12 votes -
Donor Portal: Do not require phone number on grant request
It would be helpful if the "phone" field in the grant request section of the donor portal was not required, similar to "email." Donor advisors are unable to enter a grant for a new organization if they don't have a phone number of if the donor advisor doesn't know the phone number.
12 votes -
Recurring grants
Our old software isolated recurring grants in the donor portal which was very helpful for the donors/fundholders. It would be great if the donor/fundholder didn't need to scroll down on the grants tab to view recurring grants in the middle of multiple rows of grants listed but instead have a separate tab to "manage/view recurring grants".
11 votes -
Files on the Fund Advisor portal should be able to be sorted in descending order
My donors would like to see the files in order of the most current date first.
11 votes -
Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab
In the Donor Portal, from Recommend a Grant tab, there's a highlighted alert that reads: NOTE: There is an active grant catalog happening. You can give here.
Let's make this field editable so that folks who've changed the name of their Grant Catalog can offer consistent language for fund advisors.
11 votes -
Recurring Donations Communications to Fund Advisors
Recurring Donations Communication to Fund Advisors -- It would be helpful to Fund Advisors if they could see which donations the see on the fund holder portal were recurring and at frequency they occur.
11 votes -
Grant Request Notes Visible to Fund Advisor After Submission
Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.
11 votes -
Option to not show donation amount in graphs on donor advisor portal
The graphs on the fund advisor portal are great....except that we do not share donation amounts with the fund advisor. If you hold your cursor over the graph for donations, it shows the amount. Could we have the option to turn this off? Or have more options about what we could have on each portal? It might be nice for some just to have their grant history. The graphs are very impressive & we think our advisors will appreciate the visual.
9 votes -
Add Non-Notify Tribute Name to Contribution information on the Fund Advisor Portal
We were very excited to see Tribute Names show up on the fund advisor portal behind the donation description.
However, now that you implemented the Non-Notify Tribute, the non-notify name is no longer showing up on the Fund Advisor Portal in Contribution Details.
Even if there is no one to notify, we still want to make that information available to our fund holders.
9 votes -
Profiles: jump link to get to grants listing under grantee summary in donor portal
For donors who give to many orgs, it could take a lot of scrolling to get to the Grants listing under the Grantee Summary. It’d be great to have a jump link to skip from the top of the page to the top of the Grants listing.
8 votesWe plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.
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Donor portal - change voucher list to sort by date
Donor portal - list vouchers in date order rather than by individual/organization. Many of my fund advisors want to see vouchers by date order rather than by individual/organization. I know you can export this information to get it in date order; however, it would be better if the Vouchers tab looked similar to the Contributions tab - in date order.
8 votes -
fundholder portal - appearance of fund advisor name
Recommendation: Use profile mailing label name, rather than household name for fund advisors
Issue: our household records appear as 'last name, first name' so that we can easily alpha-sort mailing lists, etc. However, ,because the portal is pulling the household name to populate the Fund Advisors name(s) on the primary screen for each fund, those names also appear as 'last name, first name'. ..Several of our donors are complaining about the 'last name, first name' appearance. If we could populate that field of the portal with mailing label format, or specify how we'd like the names to appear on the…
7 votes -
donor portal heading change
Have the heading in the fund advisor portal match the tabs they fall under. Currently you can change the name of the tabs, but the headings inside those tabs do not change. See screen shot. We changed voucher tab to invoice to better describe the content in there, but the heading in the portal stayed voucher.
6 votes -
Fund Advisor Portal: Ability to Sort the Fund Statements by Column Headings
The ability to sort fund statements on the portal was just implemented. It's better, but the static sort appears to be by the Publish Date. We sometimes publish an older statement after newer ones, so they still get out of sequence. Ideally we'd like the ability to sort statements by the displayed column headings. That would be much better.
6 votes -
ability to make a grant from the fund advisor portal grant history page
When a Fund Advisory clicks on an organization in their grant history with the intention of making another grant please add a link/option directly on this screen so that they have the ability to make the grant request. Currently there is no streamlined process for this - they have to leave this screen and go to the Make A Grant Recommendation tab.
5 votes -
When spendable on fund advisor portal is "0" should show as "0"
Hi there - right now when there is a "0" spendable the "0" does not appear, only the fund balance. Please edit so the "0" is visible.
5 votes -
Fund Advisor Portal distribution history should indicate whether the grant was anonymous or not
Include whether the grant was made anonymously or not in the distribution history that is seen by the fund advisor on the fund advisor portal. thanks!
5 votes
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