Fund Advisors being able to review multiple grants at once before submitting
One of our Fund Advisors had an excellent suggestion. If fund advisors are making several grant requests through the portal at once, she suggested an option to make several grant requests where the fund advisors could see all of the grant requests as they add them with a running total to be able to review them all at once before submitting. This is especially helpful when fund advisors like to do most of their grantmaking once a year and have a spendable that they are wanting to track. It would allow them to make the most of their spendable instead of having to track their grant requests manually somewhere separate from the portal. It takes them a long time to do everything individually and it is more challenging for them to track what they are spending.
Meredith Nassif
shared this idea
In Portal Options, in request options, there is a setting to enable a Fund Advisor Cart. That should satisfy this request. Here is a link to the Portal help article that outlines how this works. https://support.foundant.com/hc/en-us/articles/23506423778455-Fund-Management-Tab-of-the-Portal