3 results found
-
Fund advisor profile merge requires new donor portal access
When merging duplicate Fund Advisor profiles, the existing fund advisor URL is disabled and a new login is required to be sent.
Can this be reviewed so that FA's do not lose their access to their portal login when a profile merge is actioned.
21 votesWhen merging profiles, you must maintain the profile that has the Advisor designation so that the login remains.
-
Indicate required signatures for a recommending a grant?
We would like to be able to see from the Fund record who the required signatories are to make a grant recommendation. How are other community foundations doing this? Many agency, committee, corporate, and designated funds have more than one fund advisor listed who can recommend a grant and don't require additional signatures. Some funds are set up so ALL fund advisors are required to make a grant. Right now, we have to open the fund agreement for each fund to determine what is required. We are considering a custom field, but wanted to know how other people do this.…
1 voteI would use a custom field if you are needing to do reports with this information. You could also add an alert to grants for that fund with the information. Like this fund requires 2 signatures before processing grants..that would be a good way to see the information quickly.
-
Portal Login System Email Address
We just sent login information for the Fund Advisor Portal and were surprised to see the system email (with the unique URL to create their password) was mailed to the primary profile email and NOT the email selected as the login. It would be nice if it went to the email we selected as login.
19 votesThere is not an option to set a separate email for a fund advisor. The confusion could be when the login name is set as the email. This field does not have to be an email, therefore the email goes to the primary email from the Fund Advisor profile.
- Don't see your idea?