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124 results found

  1. Fund Advisor Overview

    For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal

  2. Fund Drop Down Color

    CSS suggestion - could the color coding of the Fund drop down box be different than the content? If you make it anything other than white or a light color, the fund drop down box gets lost.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  3. Event campaigns - adding fund advisor ability to view in portal

    Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.

    10 votes

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    Under Consideration  ·  1 comment  ·  Portal  ·  Admin →
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  4. Portal / Dashboard: for campaigns

    Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.

    3 votes

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    Under Consideration  ·  0 comments  ·  Portal  ·  Admin →
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