Grant Letter Tracking
It would be incredibly helpful to have a grant letter tracking "section" within the grant itself that shows a timestamp of when the grant letter was sent and to whom.
A bonus would be to have the actual grant letter attached to that timestamp to see EXACTLY what the letter sent (with the actual date, not the automatic date that shows up when you go to see/download the grant letter at a later date).
Micaela Weil
shared this idea
Templates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the p