Show Tribute Detail on Portal Donations Tab
In the Portal for a Fund Advisor, on the donations tab of a fund, I see the description; however, I have to click into the Donation ID or Export to see if there's any tribute information. It would be great if there was a way to show the tribute information on the initial donation listing page and not have to click into the ID or export. Thanks for considering!
8
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Jessica Renfro
shared this idea
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Jessica Renfro
commented
Additionally it would be wonderful if the donation email notification included tribute information. Fund advisors shouldn't have to login to the Portal and click into the detail to determine if a donation includes a tribute or not. Tribute info should be in the email and on the main donation page of the Portal.