Donor/FA Portal: Add sticky note/flag to view upon login
How cool would it be if you could add a sticky note/flag to a portal log in (kind of like you can do with sticky notes in CSuite). I don't mean an attached file. I mean more like a flag that appears only for selected portal logins that tells that specific portal user something special.
21
votes
Anonymous
shared this idea
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.
-
Laura Doerr
commented
Agree - I don't know if it was your intent but this would be great if staff would like the Fund Advisor to contact them for any reason (to encourage them to update contact information, etc.), which is my need to have this feature.