More Fields to set for Designated Fund Beneficiaries
I would like to be able to set Grant Type, Service Area, and Grant letter template when setting up the beneficiary, so they don't have to be edited every year, since they are likely the same every year.
Eric
shared this idea
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Michelle Wallace
commented
This is a useful function!
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Joel Schwartz
commented
The information that can be added to a fund beneficiary is minimal, primarily just the description & account. It would be much more efficient to have the ability to set the grant advisor, grant letter template, grant type, service area, any custom fields, the award letter template, using start and end dates. This way, for beneficiary grants, we wouldn’t have to manually enter that information whenever the grants are issued. It currently requires additional manual work to set these up each time a grant is issued.
If this can’t be added to the fund beneficiary, then the ability to bulk-set these items would be the next best option.