Make specific funds unsearchable
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J
John Carroll Rebstock
We have certain funds enabled in Almabase for administrative use, such as a fund for Alumni Event purchases, that are intended as non-philanthropic. We need to have it available so that this money can be separated out from a donor's giving, but when donors search for a fund to donate to, this comes up as an option, and we would then have to reach out to the donor, explain that the fund isn't what they think it is, and get their permission to move the money to somewhere appropriate.
If we could toggle searchability for specific funds, hiding these administrative use only funds from the list, that would be useful. Adding all the funds we want to enable and blocking donors from searching isn't a viable solution, as the page would be far too long and unwieldy.
Kanhai Shah
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This is now possible. You can mark the fund unpublished so the fund does not appear for users to donate.
https://feedback.almabase.com/changelog/ability-to-unpublish-a-fund-to-hide-it-from-donors
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Katrina Joan Werly
We have this same problem with the fund search, having funds within Almabase for non-philanthropic purposes as well, so we are currently not making the search function available to our donors, but would really like to! Honestly, (and this maybe should be a whole different suggestion), but we'd really prefer the ability to link an RE dynamic fund query to AB for the available funds. We create lots of new funds, and this would save us a step in making them available for our donors to search.