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Emails for donor reports and grant recommendations - Product News

Donors are emailed a link when a new report on their Fund is published, and Administrators who manage payments are emailed when a donor recommends a grant.

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What's new

  • A new donor report is announced. When a donor report is published, the people named on its schedule (or, for a report you produced yourself, the Fund's donors) get an email saying a new report covering its period is available, with a link to the Fund's page in the donor portal. The email never carries the PDF itself. The Publish confirmation on the fund's Donor reports tab now says who will be emailed before you confirm.
  • Administrators hear about a grant recommendation. When a donor recommends a grant, every Administrator who can access payments gets an email and a notification naming the donor, the amount, the recipient and the Fund, with a link to the Fund. Accepting or declining a recommendation sends no email. Each Administrator can switch the email off under Email Preferences, Grant recommendation submitted.