Copy Daf Grants (and others) and then change as needed
COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more code for each individual grant - so as much data that we can copy from a previous grant the better. Thank you!!!
Missy Belles
shared this idea
There is a current option in the left side menu of a grant record that allows a User to copy a grant record. Once copy is selected, the new grant can be edited to reflect any changes.
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Michele Jeican
commented
Yes to this! And to add, when using copy, the "new" grant should default to the current date and not the date of the copied grant. I don't know if it's possible to do this for the payment schedule as well, since that too, will default to the date of the copied grant and has to be edited.
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[Deleted User]
commented
They implemented this, but the grant advisor doesn't carry over. It also annoying that you have to change the grant date and payment schedule date. It doesn't just populate today's date.