Assign grant letter template through the Fund profile
Looking at the fund profile for the name of the grant letter template is so much more efficient than going back to the Template listing and scrolling down to find the fund and their assigned grant letter template.
-
Laurel Shulman commented
This would save us so much time and extra internal questions!! Our ideal would be to be able to see the template assigned to each fund on the fund record, and that only the system admins would be able to edit the templates (from the fund record or system data).
-
Kaleigh Trammell commented
Yes, please! We currently keep a separate spreadsheet. Having a visual on the fund profile will be hugely helpful.
-
Christine Stammer commented
Yes - please! we have over 900 funds and trying to confirm they are all attached to the appropriate template. We are going to have to keep a seperate listing of this. If it were right on the fund profile, that would be so helpful.