Advisor Anonymous button is not working when conditionals are set in DonorCentral
- 22 Feb 2023
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Advisor Anonymous button is not working when conditionals are set in DonorCentral
- Updated on 22 Feb 2023
- Contributors
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When the Recommendation Form in DonorCentral is customized to have a conditional set where if the Fund Anonymous is set to yes then it hides the Advisor Anonymous, the Donors name still shows.
Steps To Duplicate:
1) Log into DonorCentral
2) Begin to create Grant Submission
3) Click on Yes to keep Fund Anonymous
4) Advisor Anonymous then goes away
5) Create recommendation
6) Notice that the advisor is not anonymous
2) Begin to create Grant Submission
3) Click on Yes to keep Fund Anonymous
4) Advisor Anonymous then goes away
5) Create recommendation
6) Notice that the advisor is not anonymous
Answer:
This was resolved for the customer that had the issue and was caused by the following:
When you select "make the fund anonymous", the donor anonymous radio button panel that was set up disappears. When the advisor submits a grant recommendation with fund anonymous = true, the default of the donor anonymous is false. Thus, it might confuse donors a bit and it may be better to show both fund anonymous and donor anonymous panels and reword the language.
These fields are two separate and independent fields.
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