donation comments
Consider adding Donation Comments/Donation Notes to be visible under the Grantee and Fund Advisor tabs (similar to how they are now available on the donor tab).
The Donation Comments/Donation notes were recently added to the donation portal, but we find the larger use case is for the Grantee and the Fund Advisor to see the Donation comments in their portal tabs. Without this, they are missing important context and have to be interacted with manually by our staff to continuosly provide this information.
Gregg Oosterbaan
shared this idea
-
12-13-2024:Portal-Fund Advisor: Added the ability to display Donation Comment for Fund Advisors. On the fund advisor's contribution tab, the donation records are drillable. The donation comments will be displayed on the donation record.
Portal Options- Portal Settings-Fund Advisor: Added the ability to Show Donation Comment. This setting is on the Fund Advisor table, Show Donation Comment. This is a global setting for Portal.
This has been implemented for fund advisors only.
-
S.Ledford
commented
The comments entered in the Donation Comment field do not appear on the portal unless you enter them in the Description field. And we totally agree with the comment in the request. The portal users need the context.
