Pledge Left-Side Menu on Donor Tab of Portal
We do not utilize the Pledges portion of CSuite. Currently, we can remove the Pledges left-side menu option from the Fund Advisor tab in the new portal, however, Pledges is not removable from the Donor tab left-side menu. For this reason, we will not be able to utilize the Donor portion of the new portal because we do not want to give our donors the option to create a Pledge. Could the option to hide Pledges from the Donor tab left-side menu please be added?
Andrea Clements
shared this idea
Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.
Funds: Added the ability to Hide Spendable Balances per fund on the Portal. This option is located on the fund record, settings tab, in the Fund Advisor Portal options. This is also a global setting in Portal Settings-Fund Advisors.
Styles: Relabeled CSS to Color, since the color selection happens from this section.
