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CommunitySuite Idea Lab: Fund Advisors

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donor portal

on the donor portal can the "gift comment/gift notes? field please pull into the portal so fundholders can see it and can the tribute field FULLY be pulled into the portal rather than JUST the name?

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Jennifer Doyle shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,

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  • Pam Dawkins Pieper commented  ·   ·  Report

    I'd like to see this revisited. Online donors do believe their messages are getting through to the fund holder. In order to do this, we have to manually create letters or emails to share the notes or tributes; this is time-consuming and it is easy to miss notes and tributes, particularly during the rush at year end.