Change Grantee in Grant Request
After a grant request has come over from the portal and is in the new bucket, we have the option to change the grantee. However, this only allows us to select a grantee profile and does not include any of our internal foundation funds. It would be nice if there was also the option to change the grantee to a foundation fund and process as an internal grant. Thanks for considering!
Maybe this is where having a profile for each fund would be helpful?
Lorna Sandberg commented
Agreed - we presently have a work around, but it would be nice to keep the same process for all.
Jeanette Kelleher commented
Right now, if we have a situation where the fund advisor chooses the organization name as grantee rather than choosing a fund, we have to void the fund advisor's request and start over. So they no longer see their request in the portal. Adding this functionality would provide better information to the fund advisor and would provide better tracking of what happened from the initial request through the final grant. Thanks!
yes, would simplify the process.