Bring over fund advisor information to recurring grants so we don't have to manually re-enter.
Recurring grants are great except they still involve a lot of data entry since every grant has to be edited to add back the same fund/grant advisor who entered in the recurring grant request to begin with. A lot of unnecessary work for grants administrators!
Ai-Hsien "Allie" Carreon
shared this idea
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Laurel Shulman
commented
It would be SO helpful to have a grant advisor connected to each recurring grant when they are created from the donor portal. We have over 100 recurring grants and it is a pain point in our process to add them in each time we create a recurring grant. We can forget and it can create big problems.
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Michelle Paulk
commented
We would like to see more fields added to the Recurring Grant record as well--Grant Advisor and Grant Type are the main pain points. We are new to CSuite, but we have 40+ monthly recurring grants so adding coding to each one each month is cumbersome and would be alleviated if we could do that coding on the Recurring Grant record.
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Kaela Hammond
commented
Would be great if you could set more fields generally at the recurring grant level, rather than having to do them on every individual grant. For us, the grant type, service area, grant letter, and files attached are the same for every grant generated from that recurring grant, so it's a pain to have to add them for every individual grant. Would be wonderful if they could be set at that level, then flow in automatically, along with the grant advisor!