Ability for clients to delete a saved grant recommendation
When reviewing saved grant recommendations, next to each saved recommendation there is an ellipsis that houses 3 options (open, open recipient, and duplicate). There should be a fourth option to delete a saved grant recommendation.
Currently users have to contact us as the administrators to delete these, but they should have access to do so themselves. Please add this functionality.
8
votes
kaden wood
shared this idea
-
Emily Zietlow
commented
I'd add that I think users can delete a saved grant recommendation that they have created, but not those created by another advisor on their fund. For households (e.g. a married couple), this is not ideal, as they want the ability to delete any saved grant rec made by their household.