lee.omer@jcfmontreal.org
Creating a dropdown list for a fund advisor to choose among all other advisors who the GRANT ADVISOR should be for a grant created on the portal. In other words, the fund advisor logging in with his own profile is submitting a grant on behalf of another person listed on the fund who has a different profile.
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Lee Omer
shared this idea
There is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk. Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.