Fund Advisor Bulk Edits
Although the bulk edits are handy, it would be better if we could do the edits by fund group or some other filter. The "Set Tab Permissions" button has this functionality, but the "Set notify" and "Set Statement Type" do not - it is all or nothing. All the bulk edits should have the same functionality.
Liz Scholten
shared this idea
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Laura Moon
commented
As improvements and modifications are made to the fund advisor/donor portal, clients will expand and rollout different portions of it.
ie: grant catalog, financials, etc.
It would be amazing if you could bulk modify the fund advisor permissions.
Thanks! -
Susan Lotreck
commented
Absolutely critically needed!
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Britt Ramroop
commented
I really would like to see bulk edit capabilities on the Fund Advisor page. We can currently set all or nothing which in theory is nice, but I have fund advisors with different permissions. So if I turn them all off to do what needs to be done, they don't "restore" when I turn them back on. Which means then I have to back through every single fund advisor who didn't have permission for notifications turned on to begin with and turn them all off again. (which is a very time consuming endeavor)
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Randy Macon
commented
Throw in the ability to bulk edit the Grant Notify and Donation Notify options for fund advisors and I'd be a happy, happy human!
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Ryan Wilcox
commented
Also, to add the "Other" tab as an option to hide - some funds have no activity outside gifts and grants that needs to be reported.
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Anonymous
commented
It would be helpful if we could Bulk Edit what tabs fundholders can access within the Donor Portal instead of manually updating each fund advisor's permissions.