View Recurring Grants from Fund
Add the ability to view recurring grants from the individual fund page.
Mandy Hicks
shared this idea
03/13/2023: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow user to easily identify recurring items linked to the fund.
-
Curtis Shifflett
commented
This would be great. It's currently cumbersome and, frankly, often overlooked. Not only visibility on the Fund's record, but a flag or notice of some kind that a recurring is outstanding would be really helpful.
-
Stacey Keeley
commented
Add the ability for users to view Recurring Grants on a Fund instead of only being able to access them under Grants.
-
Marisa Lehman commented
To get around this I have created Alert Notes for the fund that provides the details of the recurring grant. It's not perfect, but works for now.
-
Laurel Shulman
commented
This would be SO helpful!
-
Sara Watson
commented
This would be incredibly helpful!