search grantee
add beneficiary + search grantee
Can the search grantee pull up more than the profile name? add ID # or something to differentiate profiles
Orla Newhouse
shared this idea
03/08/2024: Funds: Enhanced the search capabilities when adding a grant beneficiary to a fund. This new search functionality will display the profile name and address. (IDEA LAB LIVE)
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Christine Stammer
commented
being able to search by profile ID - not just name - would be most helpful!
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Christine Stammer
commented
This is critical. We recently had an error on a fund beneficiary in that the incorrect "St. Paul's Lutheran" church was selected for the beneficiary on the fund. the mistake was not caught until AFTER the check went to the wrong church. Again, this is a critical area for a wrong selection to happen and funds go to the wrong grantee. Please update so the address or at least profile number is shown to differentiate grantees with the same names.