Donor Portal - Tally grants & stop when they've reached spendable balance
In the donor portal, the grants fund advisors are making should be tallied and compared to their spendable/available balance. Once they've reached their spendable/available balance they should not be able to grant anymore. This will reduce back-end work in Csuite and will eliminate the need to contact the fund advisor to let them know they've overspent and to determine which grant(s) should be adjusted.
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Tiffany Caron
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