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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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Batch attach file to grant

It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.

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Danielle Germanowski shared this idea  ·   ·  Report…  ·  Admin →
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  • Eyerusalem Gehringer commented  ·   ·  Report

    This is a great idea, our grants manager just requested this as well. We have quite a few support orgs, corporate giving programs, and some donors who send a request either with an excel file or email. It is great that we can bulk import those grants with the csv, but we'd like to attach the same backup doc to those grants as a pdf as a reference in the future. Right now our grant manager is taking the time to do this individually with the grants, which takes a long time. Especially at end of year when we are processing 1,000+ grants a week this takes up a lot of time. We love the bulk features of CSuite and adding this would be really beneficial.

  • Kevin Patten commented  ·   ·  Report

    This would be hugely beneficial. We have multiple program with one document supporting hundreds of different grants.