New Profile Updates - Household Members More Visible
Household members are difficult to find at the bottom of the relationships tab. Would like to see them at the top of the screen and not buried in one of the tabs.
5
votes
Mandy Hicks
shared this idea
Profiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.