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.
Sarah Ford
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Laurel Shulman
commented
We get lots of feedback from our donors who struggle on the phone number field also. We would be so happy to be able to make that field option, not required.
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spencer butler
commented
Removing requirement for phone would be very helpful as would letting the csuite administrators determine what is 'required' not foundant.
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Lynn Oltmanns
commented
On the portal grant request form for a new grantee, allow the telephone number to be optional or required as a choice in system data and not hard-coded on the form.