GLM Bucket Categorization throughout CSuite
GLM Bucket Categorization throughout CSuite: Essentially, when you sync a grantee from GLM to CSuite, the GLM Process (aka the grant process/opportunity) is also synced over to CSuite. Once you post that grantee's opportunity to CSuite and create a grant, the GLM Process/Opportunity disappears from CSuite and from the entire grantee, so it hard to know what Grant process the grantee won by everyone on the team. I was hoping, not only will the fund be present on the grantee's page, but also what GLM process the grantee won in GLM. This allows everyone on the team to know without having someone log into GLM and pull a report.
We have fund that are generic in nature and do not have the same name as our grant processes in GLM. My team struggles to pull reports because they do not know what GLM process the grantee won. This will hopefully help them and future employees know which process a little bit easier.
Jake Schlicht
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