Portal Field Customization
Currently we are unable to customize fields at the top of the portal (fund balance, spendable balance, cash available, etc). It would be nice to be able to customize these fields to reflect language that our donors are acquainted with. Please allow for the customization of these fields in the portal.
4
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These should be available in Portal Options<Portal Settings<Fund Advisor Tab<Summary Options. The Show Available Cash and Available to Cash can be customize there