Hide an org or grantee profile from fund advisor portal search
Our use case is around scholarship only org profiles showing up for fund advisors to search causing numerous problems and confusion, but there are other applications for this. So, similar to hiding funds, consider adding a checkbox either on a org profile or grantee layer that prevents the profile from being searchable via the fund advisor portal when looking for grantees.
Gregg Oosterbaan
shared this idea
Here is a link to a help article that explains how to make a vendor record inactive. This can be done in bulk. When a vendor record is inactive and there is a grantee designation on the profile, it is removed from the fund advisor search. You can still create grants to inactive grantee's from the back end. https://support.foundant.com/hc/en-us/articles/4414050001303-Bulk-Activate-or-Inactivate-Vendors-and-Grantees