Grant Request Notes Visible to Fund Advisor After Submission
Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.
11
votes
Charles Case
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
