Grant Advisor
It would be helpful that when choosing a grant advisor when creating a grant, that you can only select the profiles of fund advisors that it is applicable to, instead of the entire database coming up to choose.
Dana
shared this idea
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Wendy Witte
commented
This would be so helpful to avoid issues. I do think you should be able to select any person who is linked to a particular fund, since frequently current advisors allow successor advisors to make occasional recommendations.
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Julia Lucas
commented
This is extremely important because if an advisor on a fund has a similar name to an advisor not attached to that fund, it is too easy to add that wrong advisor, and it can cascade into issues that result in errors that have serious implications. These errors can be easily avoided if only the advisors attached to a fund can be selected.
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Amy Murphy
commented
This a fundamental security issue and should be elevated to ESSENTIAL. The Advisor should be a dropdown that only displays those individuals who have permission to advise grants for this fund.
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dawn
commented
Yes! Very helpful. It would be too easy to accidently add an advisor that wasn't associated with the granting fund.
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Michele Jeican
commented
The ability to set a default grant advisor would be a great time saver when entering donor advised grants!
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Mandy Hicks
commented
In addition it would be nice to be able to select a default grant advisor for a fund that would auto populate on any grant made from that fund.