Unsubmitted Grants
Some fund advisors are frustrated with the multiple steps it takes to submit a grant through the Advisor Portal as, previously, there was no “Grant Cart” holding the unsubmitted grants. Each week, our team is having to monitor the List Carts to ensure that fundholders are not missing the final step “Review and Submit Grant Requests”. We are finding that they are missing this step which then requires us to email the advisor, and the advisor to log back into their account and submit the grant. This has caused delays in processing grants. It would be great if there were a reminder popup of some kind if an advisor tries to logout/close website without submitting the request.
spencer butler
shared this idea
The "cart" option in the Fund Advisor Portal and new Portal is a setting that is controlled in Portal Options>Portal Settings. Edit the settings and disable the Fund Advisor Cart option in the Request Settings area.