Add Details under Recurring Grants on Donor Portal
On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.
Michelle Schneider
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Stephanie Jones
commented
Moving our donors from a portal where they had the ability to see and modify all details for recurring grants to a view only option, was certainly unexpected. Not only is it a view only option but a limited view i.e. no description, no expiration date, next occurrence date, etc.
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Laurel Shulman
commented
It would be amazing if a donor could edit the recurring grant in the donor portal.
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Torrey Littleton
commented
Thanks!
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Dawn Townsend
commented
Great idea!