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24 results found

  1. fund advisor settings - can we make them editable individually instead of universally?

    We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Admin →
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  2. History of Fund Advisors for a Fund

    I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.

    43 votes

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    1 comment  ·  Fund Advisors  ·  Admin →
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  3. Do not send Grant Notify email when a grant is unposted

    We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!

    30 votes

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    Proposed Idea  ·  4 comments  ·  Fund Advisors  ·  Admin →
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  4. fund advisor portal grant notification-advisor specific

    Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.

    39 votes

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    Proposed Idea  ·  5 comments  ·  Fund Advisors  ·  Admin →
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