Portal: Ability to Sort the Fund Statements by Column Headings
The ability to sort fund statements on the portal was just implemented. It's better, but the static sort appears to be by the Publish Date. We sometimes publish an older statement after newer ones, so they still get out of sequence. Ideally we'd like the ability to sort statements by the displayed column headings. That would be much better.
7
votes
Joel Schwartz
shared this idea
9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.