Allow multiple email addresses for Grantees
Now that many of our grants are going out by ACH we have received quite a few requests by grantees for multiple people to be notified of the grant. Typically, they ask for an email notice to go to accounting and one to their development office. Currently there is only one email address field in the grantee profile.
Kevin Taylor
shared this idea
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
For on-premises customers, you can send emails directly from the check pre-print report which will allows to send to more than one email address:
For hosted customers, this option is disabled due to Office not being installed. For hosted customers, you can potentially use a data grid to get other email addresses added for example on the alternate address fields and use a data grid export to use in the notification process.
For assistance with emailing ACH notifications to grantees, please create a support case.
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For on-premises customers, you can send emails directly from the check pre-print report which will allows to send to more than one email address:
https://npact.document360.io/fims-and-donorcentral/docs/print-checksFor hosted customers, this option is disabled due to Office not being installed. For hosted customers, you can potentially use a data grid to get other email addresses added for example on the alternate address fields and use a data grid export to use in the notification process.
For assistance with emailing ACH notifications to grantees, please create a support case.
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You can add multiple contacts to a Vendor or Grantee record but only one Primary Payee Contact record can be chosen.
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Delise Brathwaite
commented
We currently use the primary payee contact e-mail on the grantee record and on the ACH export file as the e-mail for ACH notifications. Is there a way to add multiple contacts there?