Allow fund advisors to run fund statements on portal
We are getting an increasing amount of fund advisors wanting the flexibility to run fund statements on demand on the donor portal. It would be great if this could be introduced and if management are able to set date restrictions in system data
55
votes
Jennifer Liu
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
