Display fund code as well as fund in order history
In Order History (including Excel export), include option to display/filter by Fund Code, in addition to Fund. We have multiple cases where a single fund supports multiple fund codes (e.g., endowed fund split across multiple subject funds), often assigned to a single selector. Rialto's purchase details in the order history don't show the specific fund code used, making it especially tough to keep track of remaining balances while those orders await approval.
Amy Witzel
shared this idea
Hello,
This idea is being closed as part of our annual clean-up process (criteria for closure: older than 12 month, fewer than 10 votes). If you would like to reopen this idea, please contact Heidi Whitehead (Heidi.whitehead@clarivate.com) and she can reopen your idea for future consideration. We appreciate your feedback and encourage you to continue to participate in the Ideas Exchange process.
Best,
Heidi Whitehead
Rialto Product Manager