Settings and activity
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2 votes
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Jennie Dawes
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65 votesJennie Dawes
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28 votesJennie Dawes
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114 votesJennie Dawes
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264 votes
An error occurred while saving the comment Jennie Dawes
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What is the status of this concern dating back to September? How can we possibly rollout a new Fund Advisor Portal function if we as admins can't directly assist the fund advisors by logging in to see what they see? Logging in from a separate browser also linked my login back to my admin account.
SOS
An error occurred while saving the comment Jennie Dawes
commented
I was just about to add this to the Lab and saw this! Why suddenly can users not use the "Login As" feature?!?! How can I help a Fund Advisor on the phone if neither of us can log in to that person's account? Another solution for a problem that did not exist!
Jennie Dawes
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21 votesJennie Dawes
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85 votesUnder Consideration · 12 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Jennie Dawes
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33 votesJennie Dawes
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I came here just to post this very same thing. HIDDEN should be the DEFAULT. If you are following the Donors Bill of Rights and you do not disclose donation amounts, why would your software system have the default be to show all amounts? Be conservative and make the "show amounts" a required action for the limited number of funds that truly require it.