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CommunitySuite Idea Lab: Portal

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Show the donation advisor name

Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.

9 votes

Anne Allieri shared this idea · May 22, 2025 · Report… · Admin →

Planned · Jun 17, 2025

Show previous admin responses (1)

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Anne Allieri commented · June 6, 2025 1:11 PM · Report

Being able to show the donation advisor is critical to our fund holders and is putting us in a difficult position to not be able to provide this to them.

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Robert Gines commented · May 23, 2025 4:02 AM · Report

This would improve communications with our fund holders.

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