Require Primary Advisor Approval
Grant approvers - When assigning grant approvers, consider a system that ensures fund representatives or primary fund advisors do not approve their own grant requests. There should be a way to mark requests that require approval. For example, if parents designate their children as fund representatives, the children can request grants, but the parents must approve them. However, parents should not be required to approve their own grant requests.
Carrie Miller
shared this idea
3/11/2025: 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.