Can a Pending Recommendation be seen by other Advisors in DonorCentral?
- 02 May 2023
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Can a Pending Recommendation be seen by other Advisors in DonorCentral?
- Updated on 02 May 2023
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We have a fund with multiple advisors. If one of them makes a grant suggestion on DonorCentral, can that suggestion be seen by other Advisors on the Fund Summary page?
Answer:
Yes, an advisor can see pending suggestions submitted by another advisor from the Fund page.
1. View as an advisor or log in with advisor account into DonorCentral
2. Go to the fund page
3. Click the link for Pending Suggestions
4. On the bottom of the page you will see the pending suggestions for the fund that you selected on the Select Funds tab.
If you do not have a link for Pending Suggestions on the fund page, you will need to add it by click on the Configure Page labels button and adding it.
1. View as an advisor or log in with advisor account into DonorCentral
2. Go to the fund page
3. Click the link for Pending Suggestions
4. On the bottom of the page you will see the pending suggestions for the fund that you selected on the Select Funds tab.
If you do not have a link for Pending Suggestions on the fund page, you will need to add it by click on the Configure Page labels button and adding it.
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