View Grantee Address While Creating the Grant
It would be great to be able to view and change/select the mailing address of the Grantee from the Grant ID view. Several grantees have multiple offices/branches/P.O. Boxes and this would help eliminate some of those issues. Adding a drop down of current Grantee addresses below where you select the Grantee would be a huge help.
This will also allow our approvers to see that the grant will get mailed to the correct address, versus a different branch or outdated one, before they're being printed on checks and letters.
Catherine Begley
shared this idea
7/3/2024: When creating a grant in CSuite the grantee search will now contain profile address.
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Stephanie Jones
commented
When donors login to make a grant recommendation, they are unable to verify/confirm the mailing address as only the City and State appears. This is a huge problem for our clients as often they are given specific instruction on where to send their donations.