Selecting the Fund Advisor to be recognized for Grants submitted on the Advisor Portal
When an advisor is using the portal to submit a grant, there should be a dropdown list to choose who should recognized for the grant among approved advisors for the fund.
**This would be helpful for a child managing his parents fund or an assistant entering grants on his boss' behalf.
6
votes
Lee Omer
shared this idea
There is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk.
Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.