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44 results found

  1. Fund Advisor Tab Options Default

    Have the ability to have certain tabs on the Fund Advisor Portal default to "Remove/Add from/To Everyone.

    We don't currently use the majority of the tabs and I have to remember to turn these tabs off when adding a fund advisor. It would be helpful to have these already default to "Remove from everyone" instead of individually edit.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Admin →
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  2. donation & grant advisor - populate one should populate the other on interfund grants

    Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Admin →
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  3. Send Login email does not function. Please make Login Info tab able to edit.

    Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.

    3 votes

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    Proposed Idea  ·  1 comment  ·  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.

    43 votes

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    Proposed Idea  ·  6 comments  ·  Fund Advisors  ·  Admin →
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