Donor Portal should display only posted donations
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it looks complete to them making their fund balance appear inaccurate. Please change the settings so that only POSTED donations show up in the donor portal.
Jamee
shared this idea
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Amanda Pool
commented
Hi Jamee!
Amanda Pool with the Foundant Success team here. Donations are only meant to display on the portal once posted. I've tested in my site and can confirm that only posted donations were viewable on the portal. Please reach out to our support team at support@foundant.com so they can investigate and escalate further.
Cheers!