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  1. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Sally Weisman commented  · 

    I vote for this request 200%! This is super important - the portal is cumbersome due to our inability to organize donor documents and it is only a matter of time before our donors complain. At this point, we may cease uploading documents until it is resolved. Many thanks!