Settings by Fund Advisor
It would be helpful if we could assign permissions specific to each fund advisors so they can see or not see address, phone number, and email on the Donor Portal. Right now, it seems to be all or nothing.
Stephanie Valdes
shared this idea
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Anonymous
commented
Voting for this
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Alicia commented
We would like to be able to allow our fund advisors to see a variety of combinations of donor information (all info, just name, name and contact info, name and amount, etc.). Right now the portal only allows all or nothing. It would be great if we could choose what donor/donation information fund advisors see in the portal using checkboxes, kind of like we choose for them to see donations, grants, grants catalog, grant recommendations, invoices, etc.
(This was posted before but Foundant combined it with a similar but actually quite different idea!)