Gift Security By Fund: Allowing Us To Search By Fund ID Or Fund Category, and Not By Fund Description

Within Admin -> Security -> Gift Security By Fund, it would be great to be see the list of fund IDs or fund categories, rather than just the list of fund descriptions. We have different companies, each of which have their own fund categories and start with different fund IDs.

  • Jordan Magat
  • May 5 2023
  • Reviewed: Voting Open
Security
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  • Matt Haynes commented
    15 Dec 15:53

    We have around 100 different security groups in RE Database view. We also create new funds each year for years campaign -which feed into our NXT dashboards for those groups. Currently it's very tedious to have to select which fund(s) to grant access to, especially when reviewing a list of almost 1000 funds. Because we use fund category to group the funds together, it would be great if Security by Fund allowed us to just choose a fund category to grant that security group to - instead of having to manaully choose.

    One of the other suggestions discussed ability to use a 'fund query' to grant access - which could work to - but the query would likely be based on fund category or fund type!

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