Settings and activity
64 results found
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100 votes
Anna Wagner
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58 votesAnna Wagner
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38 votesAnna Wagner
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93 votes
An error occurred while saving the comment Anna Wagner
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24 votes
An error occurred while saving the comment Anna Wagner
commented
I didn't know this was happening on the new giving hub as I assumed having donate off would prevent it from occurring. Thanks for bringing it up!
Anna Wagner
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18 votesAnna Wagner
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35 votesAnna Wagner
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An error occurred while saving the comment Anna Wagner
commented
When drilling down into a scholarship, we've found that donors could click on a school/grantee's name which then pulls up a "School" page. This "School" page lists all of our information about the school on their profile, such as phone numbers, email addresses etc. We don't want to share that detailed level of information with our donors. Normal grants simply list the grantee name, and does not allow additional "drilling down" into our profile data.
Could the additional drilling down for scholarship/school contact data be either removed so that it matches the grant access or added as a toggle? We're concerned about the privacy of some of the information, as it has always been internal until now.
An error occurred while saving the comment Anna Wagner
commented
We have many scholarship funds, and a common complaint from our scholarship "fund advisors" for years has been that they could only see the school and not student names. We use the fund advisor functionality for donors who have started the fund and/or committee members so that they have access to view activity/fund balance. The new portal has the toggle to "Show Student Data", but it is sharing WAY too much personal information of a student, such as home address, email, phone etc. We are not comfortable sharing this detailed information with anyone who has fund advisor access due to privacy concerns.
Could there be options for the student data similar to the donor data, where we can pick and choose which portions of the student record could be shared? Under Fund Advisor, we can choose to only show the donor name, and hide phone, email or mailing address. It would be wonderful to have those same options for student data, instead of an "all or nothing" like it currently is.
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13 votesAnna Wagner
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15 votesAnna Wagner
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13 votes
An error occurred while saving the comment Anna Wagner
commented
Totally agree!
Anna Wagner
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10 votesAnna Wagner
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6 votesAnna Wagner
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22 votesAnna Wagner
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3 votesAnna Wagner
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70 votesAnna Wagner
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45 votes
An error occurred while saving the comment Anna Wagner
commented
If you all can't/don't want to add it to the left menu, could we include it with the grant request tab at the very least?
An error occurred while saving the comment Anna Wagner
commented
This would be great! We are just starting to use the grant catalog with the new portal to promote matching opportunities for some of our funds or specific endowments we want to build. It would be wonderful to have it more easily accessible on the left menu. It's definitely buried where it currently is.
Anna Wagner
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41 votes
An error occurred while saving the comment Anna Wagner
commented
Agreed, some of these are VERY old from when we transitioned financial systems to Foundant. Maybe have an option on the side to view a list of closed accounts instead of listing them with the open accounts?
Anna Wagner
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39 votesAnna Wagner
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74 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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10 votesAnna Wagner
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Totally agree! The current setup is not useful or secure at all.