Fund Advisor Grant Notifications when a grant request is submitted
I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.
Keely Gilliland
shared this idea
6/7/2023: Fund Advisor: In order to allow additional customization, new content blocks have are available to create content headers for each of the tabs on the Fund Advisor Portal. The new content blocks can be found in the Fund Advisor Content menu. The new content blocks are HTML compatible.
Permissions: No permission updates with this release.
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Susan Lotreck
commented
Glad to see this idea is being planned! It is critically needed as more and more of our donors head to the portal to recommend grants.
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spencer butler
commented
We have received multiple requests recently from fund advisors wondering where the confirmation email is. This is vital that this feature be available again. thank you
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Angela Woodson
commented
Very important
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Theresa Jones
commented
It would be great if fundholders received notification once the grant has been submitted and also when it has been paid.
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Gabby Lam
commented
We also have fund advisors calling us every time they make a request to check we received it. Many of them like to print off a confirmation email so that they can let grantees know that they have submitted a request.