FIMS - Watchlist function to streamline the grantee vetting process

Currently FIMS offers an organization watch list function that automatically adds a contact record to any profile that shows up on (11) watchlist agency reports. Details of how to use this feature can be found here - https://www.blackbaud.com/files/support/howto/coveo/fims/03-Profiles%20Management/watchlist%20check.html


Two enhancment that would improve this feature for staff that have to vet grantees for the donors that we serve....


  1. Add the SPCL list to this watchlist feature (https://www.splcenter.org/)

  2. Instead of creating a contact record in FIMS for an org that shows on any of the (12) watchlists it would be preferred to create an affiliation code


With these (2) enhancements in place it would make it much easier for foundations to filter potential grantees to avoid (until they are cleared from all watchlist reports)

  • Guest
  • Feb 17 2021
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