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  1. Fund Advisor Portal: Visibility for grant checks cleared

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Katie Kling supported this idea  · 
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    Katie Kling commented  · 

    It would be great for advisors to be able to see if a grant check has cleared in the fund advisor portal. This was functionality available to us in our old portal and while we love many things about the CSuite portal, this is definitely a feature that's been missed by our advisors.