household grant advisor
It would save time and be more efficient if households could be added to the list of drop-down advisors when creating grant requests. Currently, I have to search the individual profile, at times the fund profile, to see if there's an associated household. Then, I have to copy and paste the name into the search bar or type it in. This can take up considerable time if CSuite is running slowly as usual.
It would help improve workflow and reduce margin for errors if households could be added to funds as options for grant advisors.
Olivia Kubala
shared this idea
All fund advisor profiles will be included in the drop down if they are set up as fund advisors and associated with a fund. Simply set the household as a fund advisor without any login information and it will become a dropdown option.