For clients who do not use Raiser’s Edge integration, they will see a message when the constituent information gets updated via an Import.
Navigation > Awardee/Recipient
Recipient types have been updated to correlate to new template names.
- Question + Answer stays the same Awardee Question + Answer
- NEW: Thank you (horizontal) was Awardee Narrative No Quote
- NEW: Thank you (vertical) was Longer Awardee Narrative w/Quote
- NEW: Narrative + Quote was Brief Awardee Narrative w/ Quote
NOTE: All Recipient Fund Impacts can be imported using a CSV file, ask your onboarding advisor for the best way to do this.
- Now show character counts per page in the edit view and give feedback if you exceed number of characters with spaces that can live on a page.
- The Question and Answer template has been updated so that questions will be added through the import of recipient Questions + which your onboarding advisor can walk through with you) so they live with the answers on a Recipient Fund Impact page.
There were odd characters in the description on the Endowment Overview page that have been removed.