Settings and activity
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3 votes
Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.
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Zac Smith
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8 votesZac Smith
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6 votesZac Smith
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4 votesZac Smith
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7 votesZac Smith
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7 votesZac Smith
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38 votesZac Smith
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42 votesZac Smith
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28 votesZac Smith
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4 votesZac Smith
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19 votesZac Smith
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13 votesZac Smith
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16 votesZac Smith
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11 votesZac Smith
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4 votes
A fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.
Zac Smith
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4 votesZac Smith
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11 votesZac Smith
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6 votesZac Smith
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7 votesZac Smith
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17 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Zac Smith
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The profile field is helpful and something we have been filling in, but effective enough to supplement the need for a bulk edit on the grants themself after they have already been created. There are just too many cases of a new grantee where the field is not filled in and therefore it is not added to the grant or where the grantees service area is not a match for the grant (grantee is national, but this grant is for a specific local town or county). It would also be helpful in the case that we were changing the way we report on Service Area by adding new options or condensing previous options, we would of course want to update historically so reporting is not a mess for everything before that point.