Notification when fund advisor makes grant request
When a fund advisor makes a grant request please have an email sent and/or a task created notifying that a grant has been requested and needs to be processed.
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Anonymous
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Michelle Collins commented
Hi Scott,
You can set up CSuite to send you an email notification when a grant has been requested via the portal. Under the Grants module look for the 'Request Notify' link along the left hand side. If you follow the link you will find a menu that allows you to choose the staff members you'd like have grant notifications.