Nothing shows in Drop Down for Prior Recipient in Grant Recommendation in DonorCentral when there are Multiple DonorCentral Sites
- 24 Feb 2023
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Nothing shows in Drop Down for Prior Recipient in Grant Recommendation in DonorCentral when there are Multiple DonorCentral Sites
- Updated on 24 Feb 2023
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When searching for prior recipients when creating a new grant recommendation, nothing populates.
Steps To Duplicate:
- Log into DonorCentral
- Click Recommendation
- Click in field for "Search for recipient"
- Begin typing
- Note that not even typing prior recipients that show below will populate in this list
Answer:
This issue can be caused from having two different sites for which the configuration is not set correctly for that and also the grants eligible field being set to No for one of the sites and thus recipients do not populate in the list.
To resolve do the following. Again, this is only in the scenario if you have two DonorCentral sites (entities):
1. Go to Tools\System Utilities\DonorCentralI\DonorCentral Options
2. In DC Options go to the Editor tab, [Suggestions] section and look for the option: Entity_ID_List=
3. Rerun the DonorCentral data extract and check the ..\eAdvisor\History\NXT\ct_org_master.txt to see if it has entries for both entities. You can run the data extract from within FIMS or from the scheduled task.
If the steps above do not resolve the issue, then do the following:
Add an additional line below the one above to upload the grantee affiliation mapping. This is just an example; your codes will be different.
Note that AA is just an example of the Suggestion Grantee affiliation code. The code for your foundation will be different. You can find yours by going to DonorCentral Options\Preferences\Suggestions\Upload_Grantee_Affil.
The formula for this section is; grantee affiliation code!mainentitynumber!granteeaffiliationcode!secondentitynumber.
Upload_Grantee_Affil_Entity_Map=AA!9999!AA!A999
The complete setting would look for example like the following:
Entity_ID_List=9999!A999
Upload_Grantee_Affil_Entity_Map=AA!9999!AA!A999
This issue can also be caused if the correct affiliation code has not been assigned to the grantee:
1. Check that the grantee has the correct DonorCentral Affiliation code on their record. Each customer will have their own Grantee affiliation code for DonorCentral. You can go to DonorCentral Options\System\Suggestions\Upload_Grantee_Affil and see what your DC code is there and make sure that the grantee has it.
2. If you just added the grantee, be sure that a full upload to DonorCentral has been done after adding.
3. If the grantee for sure has the correct code and you have done a full upload to DonorCentral and the grantee still does not show in DonorCentral please create a support case to fix that.
To resolve do the following. Again, this is only in the scenario if you have two DonorCentral sites (entities):
1. Go to Tools\System Utilities\DonorCentralI\DonorCentral Options
2. In DC Options go to the Editor tab, [Suggestions] section and look for the option: Entity_ID_List=
- If there is only one entity, change the option value to be Entity_ID_List=9999!A999 where the first value (9999) is the main entity and the second value (A999) is the second entity separated by an exclamation point.
3. Rerun the DonorCentral data extract and check the ..\eAdvisor\History\NXT\ct_org_master.txt to see if it has entries for both entities. You can run the data extract from within FIMS or from the scheduled task.
If the steps above do not resolve the issue, then do the following:
Add an additional line below the one above to upload the grantee affiliation mapping. This is just an example; your codes will be different.
Note that AA is just an example of the Suggestion Grantee affiliation code. The code for your foundation will be different. You can find yours by going to DonorCentral Options\Preferences\Suggestions\Upload_Grantee_Affil.
The formula for this section is; grantee affiliation code!mainentitynumber!granteeaffiliationcode!secondentitynumber.
Upload_Grantee_Affil_Entity_Map=AA!9999!AA!A999
The complete setting would look for example like the following:
Entity_ID_List=9999!A999
Upload_Grantee_Affil_Entity_Map=AA!9999!AA!A999
This issue can also be caused if the correct affiliation code has not been assigned to the grantee:
1. Check that the grantee has the correct DonorCentral Affiliation code on their record. Each customer will have their own Grantee affiliation code for DonorCentral. You can go to DonorCentral Options\System\Suggestions\Upload_Grantee_Affil and see what your DC code is there and make sure that the grantee has it.
2. If you just added the grantee, be sure that a full upload to DonorCentral has been done after adding.
3. If the grantee for sure has the correct code and you have done a full upload to DonorCentral and the grantee still does not show in DonorCentral please create a support case to fix that.
Note:
All organizations show up in \eAdvisor\History\NXT\ct_org_master.txt if they have the affiliation code or if there is a grant for the grantee.
If there is a grant for the grantee, but the grantee does not have an affiliation code, the grantee will show in this data file but will not show in DonorCentral until the code is added and then another extract\upload done.
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