Settings and activity
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22 votes
An error occurred while saving the comment 
Tori Hart
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61 votesUnder Consideration · 21 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Tori Hart
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22 votesTori Hart
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1 voteTori Hart
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8 votesTori Hart
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13 votesTori Hart
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100 votesTori Hart
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2 votesTori Hart
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8 votesTori Hart
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8 votesTori Hart
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4 votesTori Hart
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5 votesTori Hart
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0 votesTori Hart
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1 voteTori Hart
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4 votesTori Hart
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11 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Tori Hart
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66 votesTori Hart
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0 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Tori Hart
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8 votesTori Hart
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9 votes
An error occurred while saving the comment Tori Hart
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We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
Tori Hart
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This would be really helpful for administering our funds, especially our designated funds, where we often have multiple advisors (from different households) who are responsible for the gift. The grant advisor field pulls into the letters we send to charities alongside their check, and it would be great to include all the advisors who should receive thank you notes from the charity.