Don't Require a Primary Fund Advisor
We have many funds with both spouses as Fund Advisors, neither should be "primary" but C Suite forces one to be primary and it can't be unchecked. Please allow the option not to have a primary Fund Advisor. We don't want either to be primary but C Suite doesn't give us the option to remove the primary tag.
Please see this previous Idea Lab post with many votes that requested the same thing but Foundant's response was that the primary tag could just be moved to another Fund Advisor. That response does not address the need. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45764248-would-like-ability-to-change-fund-advisor-to-not-p
Thank you
Julie
shared this idea
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spencer butler
commented
This is causing such a slow down with our grant making. Please take the time to fix this issue.