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CommunitySuite Idea Lab: Fund Advisors

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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.

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Liz Scholten shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


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  • Laura Moon commented  ·   ·  Report

    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!

  • Britt Ramroop commented  ·   ·  Report

    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)

  • Randy Macon commented  ·   ·  Report

    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!

  • Ryan Wilcox commented  ·   ·  Report

    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.

  • Anonymous commented  ·   ·  Report

    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.