Improve timing of DonorCentral Grant Approval Email
Situation: Grant approval email is generated once the grant has been approved AND paid. This may give the impression it took an excessively long time to approve the grant. Often a grant is approved well in advance of the time it is paid.
Solution: Send the grant approval email at the time the grant is approved.
David Jones
shared this idea
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
In order for an automatic grant approval email to out, the grant actually does not have to be paid, it has to be approved and posted. Posted meaning posted over to AP module, but can still be sitting in Open Items ready to be paid.
The DonorCentral automatic emails for approved grants actually go out every day at about 6:00 AM. When the grant is approved and posted, the approval email will go out at the next run for the automatic emails.