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124 results found

  1. Donor Advisor Portal

    My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
    I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  2. Add a Documents/Resources tab to the new Donor Portal

    Could you please add a Documents/Resources tab to the new non-Fund Advisor portal. We would use this tab to post announcements and news of our initiatives that these donors may not see otherwise.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  3. 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

  4. 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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