Need to Disable Fund Advisor Portal Grant Tab Drill-Down
Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.
Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.
Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives questions for our donor services team. The status should be the same across the portal.
There is an option in Fund Advisors>Settings to add a look back date to the Grants tab. This will remove grants from that date and prior from the list.
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Dawn Townsend commented
The ability to opt in or out of the grant payment detail would allow our team additional time to ensure all of the migrated data is accurate before allowing our fund advisors to view it.