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display grant letter templates in grant record

When creating a grant in Csuite, the grant letter template field just displays "edit". Even if a fund has been assigned a template in system data, there is no way to know what grant letter will pull. If a template has been assigned, it would be nice if that template name displayed in the grant under Grant Letter template.

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April Haynes shared this idea  ·   ·  Report…  ·  Admin →
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  • Amy McGuire commented  ·   ·  Report

    I agree with Sally Weldon. The field being populated by the template assigned to the fund would be a better workflow and help the data entry process.

  • Sally Weldon commented  ·   ·  Report

    A blank field for Grant Letter Template is awkward, it indicates there is nothing there. The field being populated by the template assigned to the fund would be a better workflow and help the data entry process.