86 results found
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Fund Advisor Labels
Add the ability to export fund advisor labels to word so that we can modify when needed.
8 votesHello,
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donor portal - enable simple banner-alert type notes on the portal and group emails to fund advisors
Our fund advisors expect to see current monthly/quarterly/ytd investment results when they view a current month's fund statement on the portal. Please develop a banner-alert type of feature that would enable us to easily update a monthly note with investment results to appear on each advisors main page. This note feature would also be very useful for posting other info of interest to our advisors. We currently provide the investment results in a fund statement footer, and since we have 6 different fund stmt templates, it is a very inefficient process to update the templates each month
It would also…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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"Read Only" Fund Advisors on Portal
We have a few funds that have "Read Only" Fund Advisors. Meaning they can not request any grants and can only view the donations, grants, and statements. It would be nice to either mark the read only advisors or hide them on the list of advisors.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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donor portal
Donor Portal Setup Access - Complete
change the grammatical typo to read "Please make sure to use.." instead of "Please make sure and use..."8 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Show all invoice items when invoices are exported on the fund advisor portal
The description of invoices lives on the invoice item level, but the fund advisor portal only shows the invoice level - ie. Fund advisors can view the invoice ID, amount and customer name, but not any description of what the invoice is for.
It would be great if, when the fund advisor exported the invoices tab, it showed all invoice items, quantities, etc.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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hide adjustments in donor portal
We are looking for a way to hid adjustments - such as gifts/grants - in the donor portal as not to confuse donors. I have to believe someone has asked for this - if not, please do!
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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