Fund Advisor Portal: Ability to sort the Fund Statements
Currently, we cannot sort the order in which the fund statements appear on the individual fund screen or on the Donor Portal. As a result, the fund statements often do not list in date order. This makes it hard to find the latest statement. It would be great if the Fund Statements could be sorted to show the newest fund statement at the top.
This has been released with newest fund statements now appearing at the top of the list.
Sharon Peterson commented
I agree with this.
Revlan Hill commented
having the ability to sort fund statements is imperative