Customize Fund Advisor portal
I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:
Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request process for both fund advisors and our team.
Isabella Corazzini
shared this idea
Note: Files can be uploaded and submitted with a grant request through the portal.
-
Michelle Schneider
commented
I'm voting for the second of these choices - we need the ability to better manage what is required for grant requests. If not additional questions, we need a content area above the grant description where we can explain more about what is needed.