Fund Portal header field that only shows after login
We have links we want to add on the Fund Portal to be accessed by logged-in Fund Advisors.
We love the new header content fields for the various tabs, but would it be possible to add another field that appears across all pages on the Portal (above the tabs) when user is logged in?
The current Fundmanager_header field displays on the login page so can be viewed by anyone (alongside Edit Profile link, which doesn't make sense as user isn't logged in).
7
votes
Dom O'Donnell
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
