It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.
Yes. Please. We have recently had a donations to different funds where some beautiful notes were left. It would be nice if the Fund Advisor could view these.
Jenny C commented
Yes - or please add to "Special Instructions or Notes" in both the Donor Portal and Donation Portal that this field is internal only and does not get seen by the recipient or grantee.
Carly Grutel commented