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13 votes
Gregg Oosterbaan
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20 votesGregg Oosterbaan
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2 votesGregg Oosterbaan
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6 votesGregg Oosterbaan
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Gregg Oosterbaan
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2 votes
An error occurred while saving the comment Gregg Oosterbaan
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11 votes
An error occurred while saving the comment Gregg Oosterbaan
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This came up in the past as well and its is a great idea that we strongly support. The current checkbox to "show student data" offers far too much personal information, but our donors/fund advisors also clearly want to know the student and school. It would be a huge help to choose what student data we do or do not display. Here is the previous IdeaLab as well:
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46468456-donor-advisor-portal<3 TCF
Gregg Oosterbaan
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10 votesGregg Oosterbaan
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8 votesGregg Oosterbaan
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7 votesGregg Oosterbaan
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50 votesGregg Oosterbaan
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16 votesGregg Oosterbaan
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7 votesGregg Oosterbaan
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14 votesGregg Oosterbaan
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11 votesGregg Oosterbaan
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21 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Gregg Oosterbaan
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14 votesGregg Oosterbaan
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13 votesGregg Oosterbaan
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5 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Gregg Oosterbaan
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17 votes
Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.
Gregg Oosterbaan
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In the new portal, the permissions are such that ANY advisor listed on a fund can edit a recurring grant, even if those advisors dont have any edit permissions on the fund. In the old portal you needed GrantReq permission to edit, but that is not the case for recurring grants in the new portal. Please consider not allowing anyone with any fund access to edit recurring grants, and instead, restrict access to those who create the request or others as assigned specifically.