What's New In DonorCentral - 2/8/19 Release
Take a look at what's new in our latest release of DonorCentral!
Pending grants on Grants pageTo enable advisors to view grants that have not yet been approved, we've added a Pending grants tile to the Grants page.
Under Pending grants, you can view all the grants that have not yet been approved. For each pending grant, its status — such as when the grant was received, and whether it's been approved — is displayed, showing which steps in the process are completed and not completed. When a pending grant's approval is completed, the grant will no longer display under Pending grants and is shown under Approved grants.To show the details page for a pending grant, select View details from its menu. To hide or show information for a pending grant, select its Collapse or Expand icon.
Note: The Pending grants tile does not display if there are no pending grants. Enhancements to Users/roles pageWe've enhanced the Control panel, Users/roles page to improve the search capability and to be consistent with how other information is displayed in DonorCentral. The users now display in a grid, showing a maximum of 10 users per page. You can page forward or back to view more users.
When you search for a user profile, you can enter some or all of a user's name or email address, and the full name and email address are displayed in the search results.
You can view details about a user — including their fund associations — by selecting Show details from their menu.
You can also send a welcome email to an individual user by selecting Send welcome email from their menu. They'll receive an email with instructions for logging in to DonorCentral.
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