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'Notification when info put on Files tab' has been merged into this idea

CommunitySuite Idea Lab: Fund Advisors

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Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
Not Planned  ·  Holly Spitz responded  · 

Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.

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  • Lorna Sandberg commented  ·   ·  Report

    Could we add in the Fund Advisor notifications an option to notify them if a new file is shared to their fund? It could operate just like donation or grant notify. This would allow us to share invitations to them or even proposals, on a timely basis, without having to do a separate email or ask them to keep checking on the portal for these unplanned opportunities. Oh! and an option to customize the email in system data/content too. :-) Thank you!