Admin alerts when grants have not been fully submitted
In our previous Donor Central software, we received an email alert notifying us when a donor began but did not fully submit a grant request from their fund. In the new software, apparently there is no way for our Foundation to be notified when a grant has not been fully submitted. It apparently only shows up in the donors individual profile as unsubmitted recommendations.
This will cause us MAJOR headaches, as some of our donors will not realize they have not fully submitted the grant. If we are unable to track who has unsubmitted grants and reach out to the donors, they will call and be upset with us that their grant wasn't processed. Many of our donors are not fully technologically literate and do not frequently log onto their Donor Central accounts. If they accidentally do not complete the grant request, it could be weeks or months until they notice if we are unable to track them and alert the donor. This is a huge issue and loss for us in our transition to the new software. Without this feature, our Foundation will be set up to look bad and unresponsive to our donors.
jordanp
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Unsubmitted suggestions can be viewed in Control Panel: