donor portal - enable simple banner-alert type notes on the portal and group emails to fund advisors
Our fund advisors expect to see current monthly/quarterly/ytd investment results when they view a current month's fund statement on the portal. Please develop a banner-alert type of feature that would enable us to easily update a monthly note with investment results to appear on each advisors main page. This note feature would also be very useful for posting other info of interest to our advisors. We currently provide the investment results in a fund statement footer, and since we have 6 different fund stmt templates, it is a very inefficient process to update the templates each month
It would also be fabulous if we could auto-generate an email to selected groups of fund advisors, to alert them when statements have been posted or to generate other group emails for our fund advisors
Jan Fischer
shared this idea
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