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Automatically add DonorCentral Affiliation to Grantee records, making them searchable for future DC recommendations
When fundholders make grant recommendations, only grantees in FIMS with the DonorCentral Affiliation can be searched and found in the DC recommendation process.
This raises barriers to funding by requiring fundholders to enter information already in the database. This leads to more calls or emails to staff making recommendations or fundholders giving up on using the system in general.
What should happen:
- Any new grantee created by the DC Suggestion Import should have the DonorCentral Affiliation added automatically.
- Any new grant matched by the DC Suggestion Import to a Profile in FIMS without the DonorCentral Affiliation should have that Affiliation…
At the global settings, it would be nice to have the option to hide grantee's address just like we can hide a donor's address.1 vote
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