Fund Advisor Portal
Login Pop-Up Notifications for Fund Advisors - This feature could enhance communication with fund advisors using the platform. Specifically, it would be helpful to have a pop-up notification window appear when a fund advisor logs in.
This pop-up could be used for:
Announcements about the grant catalog (e.g., opening/closing dates, deadlines, reminders).
Notifications when the foundation office is closed for holidays or special events.
Other time-sensitive updates that advisors need to be aware of right away.
Having this tool would ensure important messages are not missed, while reducing the need for multiple reminder emails. Ideally, the pop-up could be set to:
Display once per login (with a “dismiss” or “got it” button).
Be customized by administrators for different types of alerts.
Optionally expire automatically after a set date.
I believe this would improve the user experience and streamline communication with our advisors.
Stephanie Gassen
shared this idea