Hi all, On the Fund Advisor Portal, we are contemplating changing the label "Available Cash" when the show available cash option is enabled on a fund record. Does anyone have thoughts on this area? Would "Available to Grant" be a better option? Unlike the tabs in the portal, this is a hard coded field and would need to be…
I am super excited to roll this out to our clients. They have so many questions about how other Foundation's handle different processes. This should be a great resource for them to connect to each other and share best practices!
