Add ability to see advisors associated with a fund, when you only know fund name.
I am not the FIMS user in our office and when the FIMS user is out of the office, I cannot view fund info without knowing the fund advisor name.
3
votes
Jean Reynolds-Hadley
shared this idea
Done - Released
·
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Released ability to view as advisor from Control Panel. Here are the instructions to view by fund in DonorCentral: