Donor Portal description vs. notes: it is hard to know what the difference is!
It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.
16
votes
Jenny C
shared this idea
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Carolyn Lange commented
Change the Grant Portal Input Box Titles to Clarify the Purpose of Each Box
Change: “Description” to “Notes to Grant Recipient”
Change: “Additional Notes” to “Notes to Foundation Staff”