Spendable Grants - assign primary advisor
Create Spendable grants should assign the primary advisor to the grant. Otherwise, we have to go in and assign this manually to every grant. These are usually very large grant runs, and things like description and account numbers are preassigned, so not auto populating the advisor defeats the purpose.
2
votes
Billie Jo Lake
shared this idea
Released on 6/2/23:
Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.