voucher portal
Please provide options to remove left navigation items from the Fund Advisor portal. We aren't using Vouchers, and that would confuse our users. Also, the "DONATE" tab is currently not useful to us.
My hack solution is to rename "DONATE" to " "..... But (I can't do that with "VOUCHERS" because it appears in the middle of the left navigation so people will notice the gap while DONATE is at the bottom so a blank menu item will be less obvious.)
(Sidebar: The donate lands on a page showing where Promote Funds are listed and, as I've mentioned in another idea submittal, our users are looking for local options to donate, so I need those Funds on the promoted page to be sortable.)
Bryan Katz
shared this idea
For the Voucher left side menu request: The ability to display/not display the voucher left side menu request is controlled by the tabs in CSuite. There is an option to bulk remove the voucher tab for Fund Advisors.
For the Donate request: There is the ability to control the sort order of promoted funds. In Funds, select List Promoted>Change Sort. If a Fund Advisors fund is private, it will display at the bottom of the promoted fund list.