Donation comments viewable to Fund Advisors
Donation Comments/Donation Notes to be visible under the Fund Advisor tabs (similar to how they are now available on the Grantee tab).
The Donation Comments/Donation notes were recently added to the Grantee portal, larger use case is for 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.
Tessa Williamson
shared this idea
This can be set for fund advisors under Portal Options<Portal Settings Fund Advisor Tab<Show donation comment(in the top box)
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Angela Breathette
commented
If this is implemented, please give each org the option to decide if we want our fund advisors to see donation comments or not. While it may be helpful for some, we use this field as an internal tool and would prefer for fund advisors to not be able to see it.
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Jessica Baab
commented
This update to donations will maximize the experience for our Fund Holders to see how the community engages with them, especially for memorial/tribute donations.