Our request vetting configurations live in 2 places: a checkbox in V2 Admin Panel > Manage > Master Give and V2 Panel > Charity Management > Rule & Buckets. Because CSMs inherit settings from past CSMs and these settings live in 2 places it is too easy for CSMs and implementation managers alike to not know or remember that a client has request vetting turned on. Please consider adding language in the charity management bucket section showing that the client has request vetting on or off so that we have a reminder to check this. Also in the fundraiser configuration set up it would be wonderful to have a reminder to CSMs to make sure that P2P does not support the Request Vetting feature with a link to this Confluence page - https://yourcause.atlassian.net/wiki/spaces/CW/pages/336101552/Configure+P2P
Client Name | All |
Employee Name | Betty Crowe |