Is it possible that when an advisor recommends a grant that they do not have to check the anonymous boxes every time?
- 26 Dec 2022
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Is it possible that when an advisor recommends a grant that they do not have to check the anonymous boxes every time?
- Updated on 26 Dec 2022
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Every time an advisor suggestions a grant in DonorCentral, they have to check the boxes for fund and advisor anonymous. Is there a way to have those boxes to being always checked?
Answer:
On a per-advisor basis there is no way to set it up so that advisors do not have to keep checking the fund and advisor anonymous check boxes on the suggestion form.
You can set the recommendation form to default being checked for those areas, but then if people want to not be anonymous, they'd have to uncheck those boxes.
You can set the recommendation form to default being checked for those areas, but then if people want to not be anonymous, they'd have to uncheck those boxes.
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