7 results found
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Limit Date Options for History Date Filter Based on Look Back Dates
On the Fund Advisor Portal, if you show history on a fund, you see a date filter that allows someone to choose a date range that is prior to the look back date. But when you click on a date prior to the lookback date, no data is displayed even if there is data for the fund. We think that will create confusion for our fund holders, so we are not showing history on all of our funds for this reason.
Is there a way for you guys to limit those date options based on the LookBack Dates? Seems like…
7 votes -
Portal: Fund Advisors - abiity to hide/show donor information by fund
We would love the ability to enable/disable donor information (name, address, email) for each fund portal/fund advisor on a case-by-case basis (verse turning it on/off by type). While in most cases it is not necessary, we have support several unique fundraising efforts throughout the community where this would be a valuable addition to the donor services we are able to provide for our admin. fee. Ultimately, fund type is not what dictates who we may or may not want to provide this level of information to.
10 votesHello,
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Restructure Portal Left Hand Menu Options
In the new portal, Fund Statements, Files, Nonprofit directory, Financials, Investment Report, Term Investments and Split Interest are located under Resources and Documents. Is there a way that they can be their own menu on the left hand side? It doesn’t make sense as some of these aren’t a resource or a document.
6 votesHello,
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portal access: details on pages that profiles are viewing
Would love ability to see where a "fund advisor" is accessing, fund statements versus documents versus tax receipts. We are trying to evaluate if our newsletter is being read that is provided at the time of fund statements. Our email directs them to click in documents to see but we have no way of knowing if they actually are.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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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 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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