Create Spendable Grants with Primary Fund Advisor Auto Populated
Creating Spendable Grants leaves the Advisor field empty. When processing hundreds of grants at a time, this means that we have to go into each grant and assign an advisor so that the advisor name will show up in the grant letter. We would like to see this field auto populated with the Primary Fund Advisor. This will save a huge amount of time and energy!
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Lance Eskelund
shared this idea
Release Note: Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
