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!
This was added on 6/2/2023:
Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
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RHONA MORGAN commented
This would automate what has now become an extremely manual process since we converted from FIMS to to CSuite
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RHONA MORGAN commented
This would automate the extremely manual process that converting from FIMS to CSuite has now created.
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Susan Lotreck commented
Yes!! Thanks for posting this idea. Note, this fix is needed also within the recurring grants utility as well. Each year we process over 400 grants from our designated funds.
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Lance Eskelund commented
This also affects recurring grants. When individual grants are processed, the Primary Fund Advisor auto populates. But when grants are created using bulk processing, the field won't auto populate. Could this be an easy fix, since the programming is already built for individual grants?