Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
Haydn Dubman
shared this idea
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Shelly Azar
commented
I agree that it is super important to have recurring grants be automatically transferred to the grant bucket, or at the very least, a notice should be sent that a recurring grant is due. If we want to make it easy for donors to give recurring grants, it should be easy for us to process them. If we don't catch them on time, it makes us look bad in the eyes of the donor.