Installment Form
I really love the fact that Fondant has made the installment form a functional editable form under the decision tool. Thank you team!!!
My only suggestion is it would be great if we can have the ability to link shared questions on this form. Lets face it most of the grantee financial information from the decision point is needed for both the follow-up and installment payment so it would be great to get fields like that sharable at this point. Also this must function as a validation tool that we are dealing with the right project, so some of the none-financial information is also useful to include here such as: grantee institution, project name, and other common information that will be provided to inform our leadership team or finance group this payment is being cut for Joe Donot @ X institution(so lets just bring in rather than having to reinsert or recreate the field).
Finally a clarification, the previous installment tool did not have the ability to upload information. Are we able to upload documents on this version of the form? for easy use, if we have a copy of the check or information related to grantee installment this is something that would be useful if managed in 1 area.
Rachael.
Rachael
shared this idea
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