Allow Fund Advisors to See Household Receipts
Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.
Karly Smith commented
this would help with a lot of challenges with our donors.
Laurel Shulman commented
This would save us hours of work and a lot of challenges with our donors!
Curtis Shifflett commented
This would be huge for us. Much needed. Thanks for suggesting it.
Landon Gilmour commented