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Fix Suggestion: Hide Descriptions Functionality in the new Portal

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.

7 votes

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Reid shared this idea  ·   ·  Report…  ·  Admin →
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  • Paul Tomkins commented  ·   ·  Report

    Agreed. It would also be nice to not have just a blank description column if we choose to hide them.

  • Pam Dawkins Pieper commented  ·   ·  Report

    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.