I would like for fundholders to be able see an address for the organization they'd like to grant to. They are concerned that we don't have
3
votes
Connie Leeper
shared this idea
3/12/2025:Portal-Fund Advisor- Added donation comment to the donation export, if Show Donation Comment is enabled. Updated Grant Request to display address and primary contact for organizations. Added file attachments to display for primary approver and resolved an issue with the file not displaying on the grant. Removed the approval for the primary approver to need to approve their own grant request. Updated the Fund Steward name field to pull from the mailing label or the name to be consistent with legacy portal.
