Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
61
votes
Angela Breathette
shared this idea
-
Angela Breathette
commented
I'm really hoping this gets implemented soon as we've had complaints from our fundholders about this. We would love to give them some good news!