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How do I make recurring grants entered in DonorCentral show as one single grant with scheduled payments in FIMS?
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A donor enters a $1200 to be paid in 3x $400 payments annually for three years. They want this to look like a single $1200 grant with a payment schedule of $400 each year for 3 years. Right now it is looking like 3 different grants, each in the amount of $400.
How can I make this appear as one single grant with a payment schedule?
Steps To Duplicate:
- Client enters recurring grant recommendation on DonorCentral for $1,200 to be paid 3x annually
- Import grant recs into FIMS
- Grant suggestions appear as 3 separate grants for $400 instead of ONE grant with a pay schedule
Answer:
See the Multi-payment recommendations feature released on June 10th, 2019:
Multi-payment recommendations
Multi-payment recommendations
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