Advisor Field on Recurring Grants
Currently, recurring grants only have the advisor field populate when the request is created through the donor portal (which is great!), but if we create a manual recurring grant, there is no way to set the advisor on the recurring grant level, and still have to manually edit this on each occurrence. It would be great to have the advisor field on the recurring grant record itself that would carry over to each occurrence.
10/12/2023: Grants: Added the ability to add a Grant Advisor to Recurring Grants on creation or edit. This will allow foundations to create Recurring Grants with an Grant Advisor in the backend, instead of having to login into the Fund Advisor portal. Recurring Grants will now populate the Grant Type, Template, and Service Area once the grant has been created. Grant Type and Service Area will populate from the Grantee Record and if there aren't any from the Fund Record. Any Grant Custom Fields will still need to be completed on the created grants.
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Laura Kruse commented
The ability on recurring grants to set the grant advisor, grant letter template, grant award letter template, grant type, service area and custom fields on the grants (the custom fields that are currently available in the system at the time of the grant creation). This would allow the grant to be fully setup at the time of the instance being created & NOT have to do manual adjustments on the grants every time.