Option to make Grant Type and Service Area required when creating grants
We would like the option to make Grant Type and Service Area required fields on grants just like we can require custom fields to be required. This is especially important for Service Area since there is no bulk update option for this, but for both we need to ensure that no grants are processed without these key fields if we want accurate reporting.
This should include creating a new grant in CSuite and when creating a grant from a fund advisor portal request.
Zac Smith
shared this idea
The grant type and service area will auto populate from the profile to the grant. That is a possible solution with this request. You have the option to edit both fields when creating the grant.
-
Zac Smith
commented
Holly, that is helpful but isn't quite what we are hoping for. Even if we could require the service area and grant type to be filled in for every profile so it then ensuring every grant has these fields filled, it then creates extra work of needing to fill in service area for profiles that don't need it (all non-grantees) and also would encourage the people entering the grant to use the prefilled value from the grantee profile rather than what is specific to that grant (example: grantee services an entire county, but the grant is for a project in a specific city).