Reassign existing profile record on Fund Advisor Portal - similar to Change Donor
We assign DAF access to our staff in each affiliate through the Fund Advisor Portal - when staff leave, we only have one option: Delete the entire advisor record and create an entirely new advisor record with access for the new staff person. The exiting staff person for whom I must do this at this point has 27 funds connected to her Fund Advisor record.
Couldn't there be some way to simply reassign that existing advisor record with all 27 of those funds?... similar, in my mind, to Change Donor in Donations? The opportunity for error while recreating that access for new staff is high - and simplicity would dictate that we just change the WHO on a Fund Advisor record, not start from scratch.
This would also be so beneficial for when staff at fundholding organizations turn over, as well. We could simply reassign the access.
Jesika Ellis
shared this idea
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