Recognition Name Not Shown on the Fund Portal
The Recognition Name is not shown as a column on the Contributions tab of the Fund Portal. When the information is exported, the Recognition Name is shown, but that isn’t something that a fund rep is going to do every time they access the portal to look at donations. Donors are misled into thinking that the Recognition Name is being shared with the fund rep, when, in actuality, the fund rep has to make an effort to find it. Can this be added?
Joel Schwartz
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Michelle Wallace
commented
This would be so helpful.
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Carol Reynolds
commented
This idea has been archived before, and I think it is VERY important and really should be obvious. Please do what you can to implement it!
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Rhonda Godwin
commented
yes this is a much needed enhancement