What's New in DonorCentral

These are the newly released features and changes for DonorCentral:

April 2024

Released a change where if the DonorCentral site is down or if the user is using the wrong domain for DonorCentral, after logging in, the user will be directed to the NPact DonorCentral product page. Previously, the user would have been directed to the Blackbaud.com page.

November 2023

Added ability to View as Advisor from Control Panel\Site Administration\Users.

You can now View as Advisor from Control Panel\Site Administration\Users

Added ability to resend additional email types from DonorCentral. Currently, staff administrators can send a Welcome email from Control Panel, now additional email types can be resent by Staff Administrators and Advisors. 

The following email types can now be resent from DonorCentral:

• Recommendation submission confirmation
• Recommendation cancellation confirmation
• Grant Approval notification

Staff admins can resend emails from Control Panel > Site Administration > Submitted recommendations and the Grants tab when viewing as advisor. The advisor can resend an email from the Grants tab.

Type of email that gets resent depends on the status of the recommendation that is described below in each section. To read more about statuses for submitted suggestions, please see this page:

Submitted Recommendations

1. Resend the Recommendation submission confirmation email for a submitted recommendation.

Recommendation submission confirmation emails can be resent from Control Panel > Site Administration > Submitted recommendations or the Grants Tab

• Staff Admin method from Control Panel: In Control Panel > Site Administration > Submitted recommendations, find the recommendation in question with Pending status and then click Resend email to resend Recommendation submission confirmation email. The resent email will be sent to the user who submitted the suggestion.

• Staff admin viewing as advisor or the advisor from the Grants tab method: On the Grants tab, go to the Pending section and click Resend email to resend Recommendation submission confirmation email. The resent email will be sent to the user who submitted the suggestion. 

To resend the Recommendation submission confirmation email the recommendation needs to be in a pending status and not be approved.

2. Resend the Recommendation cancellation confirmation email when a user cancels a recommendation.

• In Control Panel > Site Administration > Submitted recommendations, find the recommendation in question with canceled status and then click Resend email to resend cancellation confirmation email.

3. Resend the Grant Approval notification email if suggestion has a grant number and is approved.

• Staff Admin method from Control Panel: In Control Panel > Site Administration > Submitted recommendations, find the recommendation in question with Accepted status and then click Resend email to resend Grant Approval notification email. When resending Grant Approval notification emails, there will be a prompt for all advisors to the fund. You can choose to resend to all advisors to the fund or the advisor that submitted the recommendation. Check the checkboxes next to the advisors to which to send the Grant approval email and then click Send Now.

The advisor marked as Creator is the advisor who submitted the suggestion:

• Staff admins viewing as advisor or the advisor on the Grants tab: On the grants tab, go to the Approved section, and click Resend email to resend Grant Approval notification email. When resending Grant Approval notification emails, there will be a prompt for all advisors to the fund. You can choose to resend to all advisors to the fund or the advisor that submitted the recommendation. Check the checkboxes next to the advisors to which to send the Grant approval email and then click Send Now.

The advisor marked as Creator is the advisor who submitted the suggestion:

Notes on Grant Approval notification emails:

When viewing approved grants from the Grants tab, one must either be logged in as an advisor or staff viewing as advisor. Note, not all grants on the Grants tab were necessarily originally submitted from DonorCentral. Grants that were manually added in FIMS will show in that area as well and thus may not have any advisor associated with the approved grant.

When viewing from Control panel, Site administration > Submitted recommendations you can see what advisor is linked to the recommendation.