Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
Michael Elfenbaum
shared this idea
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Loriel Grigsby
commented
I agree, this would be very helpful!
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Anna Wagner
commented
Having this be an option for the foundation to decide if they want an email sent or not would be ideal. We've had the same thing happen.
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Jacob Schreiber
commented
This can help everyone...as mistakes happen.
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Susan Lotreck
commented
Sometimes grants need to be unposted and fixed immediately and we do not want fund advisors receiving this information. We had a couple of advisors call in this week with great concern.
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Michael Kelly
commented
This is the problem - asking for a solution.
When an automated email that is sent to donor advisors when they recommend a grant in the donor portal, we notice that this same email is sent out when we have had to void and re-issue a grant check that was not received by the grantee. This is very confusing to the donor who may think that we have issued a duplicate payment because there was no corresponding notice from the system that the first check had been voided.
I guess we have two questions:
1) Is there any way for C Suite to stop sending these grant notices for checks that are not new advisements and are simply being re-issued?
2) If there is no way to turn this off without turning off all grant notice emails, is there a way for the system to also generate an automated email when a grant payment is voided?