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2 results found

  1. List cart - change button names

    Seems many of us are having problems with people leaving things in the cart, rather than actually submitting them.

    A very quick suggestion that may solve some of the problem: Instead of having the button on the Unsubmitted Grant Requests read "Review and Submit Grant Requests" why not rename the label to simply say "Review Grant Requests." Many of our donors have told us that they thought it was one action and that by clicking it, they had reviewed AND submitted it.

    12 votes

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    Released to Sandbox  ·  1 comment  ·  Portal  ·  Admin →

  2. List Carts Report

    Create custom report option that includes unsubmitted grant carts, fund name, steward, grant details, and requested by, so stewards can receive automated report emails prompting them to follow up with donors who have unsubmitted carts.

    And in the interim, please add Fund Steward to the exiting Fund Advisor > "List Carts" area so we can swiftly divvy these up for follow up.

    Thank you! - TCF

    13 votes

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    Released to Sandbox  ·  1 comment  ·  Fund Advisors  ·  Admin →
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