Fund Advisor Tracking Options
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared files), navigation of grant requests, which funds in their profile were accessed the most, chart viewing, donation records, etc.
I'm hoping there are other organizations who would appreciate similar tracking options!
Jamie Gurholt
shared this idea
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Jennifer Brambley
commented
This is a great idea! I would love to be able to track how our advisors move through the portal. This would be very valuable.