More Donation Info For Fund Advisors
Our fund advisors would like to be able to see the In Memory of/In Honor of fields as well as the Recognition field of a donation. I would hope this would be an easy add to the fund advisor permissions.
12
votes
Brent Winkelman
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