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Settings and activity

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  1. 2 votes

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    We at the moment cannot customize it to active or passive funds but we can go in settings>system statistics>funds and group them by or change visuals for it.
    This can also be done thru PowerBi reports.

  2. 8 votes

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    Can we get a used case to understand why would you want to delete a user?
    Also would you like to delete a web user or a constituent?

  3. 29 votes

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  4. 1 vote

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  5. 3 votes

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    Can you explain more about the used case where the EIN changes for the same organization?

  6. 5 votes

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    Where specifically in the product do we want this i.e. : on the landing page? on the grant?

  7. 33 votes

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    You can register as a new user and view all the roles in the portal!
    Which will simulate the experience of your grantees, donors, fund advisors etc. However, you will not be able to see information pertaining to a specific fund advisor or grantee.