Separate "hide description" for Donations vs Grants
The "hide description" functionality for the Fund Advisor portal currently hides the description on both donations AND grants. Based on other available settings related to fund advisors, there does not seem to be a setting that will allow for one description to show but not the other. It would be more practical to have control over those independently (e.g. turn off descriptions for donations, turn on descriptions for grants).
Liz Paulhus
shared this idea
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Melanie Jones
commented
In addition, I would like the description column to disappear altogether if the HIDE option is selected. Versus, the current status now of just hiding the text that has been entered into the field and still having the column Description header.
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Paul Tomkins
commented
Agreed. It would also be nice to not have just a blank description column if we choose to hide them.
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Pam Dawkins Pieper
commented
Please do this ASAP!! We have about six years of donation descriptions that fund advisors shouldn't see. For example, we have put information about the donation originating from someone's DAF at Schwab, etc.
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Reid
commented
In the new Portal there is an option on the Fund Advisor settings section to Hide Descriptions. Unfortunately, it hides both the Grant and Donation Description.
With the new portal, our Foundation intends to use the Comments section to capture public-facing notes on gifts into the fund.
Advisors need to see the purpose of their grants.
Can this be two separate functions?
Hide Donation Description, and Hide Grant Description.