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 automatically added when the new grant record is created.
AdminLeAnn M Hillman (Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT) commented
Currently, if you import a suggestion for a grantee that does not exist in FIMS, you will be prompted to add the affiliation code:
This does not include the functionality to add the affiliation code to any new grant matched by the DC Suggestion Import to a Profile in FIMS without the DonorCentral Affiliation.(Edited by admin)