Advisor portal- duplicate email issue
In the new fund advisor portal some of our advisors are experiencing a screen with multiple boxes to select from before they can enter their fund page. The boxes represent various other places their email exists in the system. In our system this included Historic Interfund profiles left over from FIMS, kept to retain the record. It also includes and commercial giving vehicles they might have used that were associated with their email. Lastly, there is box for the household and the individual. We are not currently using the donor portal.
This caused confusion to our fund advisor. She was unsure which box to select and was very curious why there appeared to be a link to her commercial DAF.
We have already gone through and removed emails from the historic interfund and commercial gift profiles. That leaves just the individual and household boxes.
Do we have a way to put some language on this page? I can not identify the page it might be based on the content tab in portal. Success recommended putting an asterisk on the individual profile name but this isn't going to work for us.
Maybe it's best to make this a toggle off option.
Brandy Hobson
shared this idea
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Sally Weldon
commented
My assumption is this doesn't happen if the user logs in using the login and password assigned on the Profile record. This only happens if the users log in using the email address and PIN which would limit the login to only the one user and their Fund Advisor account. Do we know?