Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11
votes
Danielle Germanowski
shared this idea
The display of grants has been reworked in the new Portal based on multiple interviews of clients and fund advisors. Grant requests will not display in grant history until the grant is created in CSuite and moved to the new bucket. Submitted grant requests will remain in the grant request list for review. Foundant will not be making any updaes to the legacy fund advisor portal in anticipation of the sunset date of 4/1/2025.
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Lorna Sandberg
commented
Or why not both places?