Fund Advisor Portal Inconsistencies
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do other grant catalog requests) and instead takes you straight to the grant request form.
The issue with this is that it is prevents fund advisors from seeing details, like a picture or a story, associated with a promoted fund in the grant catalog. It is not an ideal end user experience. Additionally, it makes it harder for foundation staff to provide support when parts of the system operate inconsistently. There is no ability on the donate screen to see how much was requested and how much has been raised for a fund. Those details that are there for a grant request are not there for a fund.
Can this functionality please be fixed to ensure consistency and improve the experience for our fundholders?
Joel Schwartz
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