fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
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Anonymous commented
I agree with the optional setting. Ex. A professional advisor with online access and has their own account does not need grant notification for client accounts but needs it for their own account.
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Erica Faltesek commented
I'd want this to be an optional setting- in many cases we use the current functionality as a control so that all advisors are aware when one makes a distribution.