Fund Advisor Permissions - Donor Portal
Fund Advisor Permissions - Donor Portal
Would like fund advisors to be able to see donor names with gift date and address, but not the donation amount. Currently, the donor portal only allows you turn on/off the donation tab which includes everything.
10
votes
Kara Seesholtz
shared this idea
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Alicia commented
We allow some of our fund advisors to see certain donor/donation information (such as names, addresses, phone numbers, emails, donation amounts), but others we don't. It would be great if we could select what donor/donation information each advisor can see in the fund advisor portal in the way we select whether they can see grants, donations, grant catalog, invoices, etc.