A flag that would push Portfolio information if changed to Stewardship Platform

Brown would like a flag or way to systematically push say name, fund or scope changes sysematically to Stewardship if being used in both platforms.  Similar to questions, a potential "Stewardship Visible" flag that automagically pushes it to Stewardship.

  • Deleted User
  • May 3 2018
  • Reviewed: Voting Open
Employee Name Cammy Jagielski
Client Name "shard name" foster-washington, brown, IU, k-state, eiu, ku
User System Admin , Stewardship Admin
Functional Unit Grids
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  • Deleted User commented
    May 24, 2018 13:44

    This has been an issue for a number of Advance and Engage clients. It's adding work when updating portfolio information because we can easily run an import to make changes to portfolios and then we need to run another process to update the Funds within Stewardship, which isn't always as straight forward. 

     

    Or admins need to manually make changes to Portfolios within Scholarship and then go over to Stewardship and make the same changes. It's just adding extra work. 

     

    k-state, iu, ku, foster-washington are a few clients I can remember off of the top of my head.

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  • Deleted User commented
    May 07, 2018 21:02

    Please tag EIU to this request.

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