Show the donation advisor name
Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.
Anne Allieri
shared this idea
7/15/2025:Portal: Updated the left hand navigation to highlight the page that is displaying.
Portal-Grantee: Updated Grantees to only display scholarships or grants, if they have received that type of payment. Added Export to the Grantee and Scholarship tabs. Updated the Grant Record to allow export of donor information. This will allow grantees the ability to create thank you notes from the grants they have received.
Portal-Fund Advisors: Updated the Contribution tab to display the Donor Advisor.
Portal-Profile: Updated the system to send a confirmation email to the user's email on file whenever profile fields are updated. The email includes details of the specific fields that were changed.
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Anne Allieri
commented
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
This would improve communications with our fund holders.