Recurring Grants
Recurring Grants needs some work!
When viewing an existing recurring grant, Delete is too close to Edit.
When clicking Delete, there needs to be a confirmation warning that a user does intend to delete this recurring grant.
If a recurring grant is deleted, the record should be moved to the Closed section of Recurring Grants or a new section called Deleted. Currently, it's just - poof - gone. Even when there was a grant history tied to that recurring grant.
Fund advisors have the ability to cancel recurring grants in the portal. They need a confirmation warning that they are about to delete a recurring grant.
When a fund advisor deletes a recurring grant, it causes the recurring grant record to disappear from Csuite, too. Again, deleting a recurring grant should move it to the Closed or Deleted tab, so the history of the grants that were created from that recurring grant remains.
A notification needs to be sent to foundation staff when a fund advisor deletes a recurring grant.
Marinda Ochs
shared this idea
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Lorna Sandberg
commented
Agree with all points. We were reviewing funds this past week, as an employee was leaving, and had questions re whether the recurring grants have been fulfilled or not. Poof its gone is right! Would be so much easier to track if closed rather than disappeared.
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Dana Fiel
commented
I agree with all of these points. If an auditor were to select a recurring grant that was cancelled/deleted by a fund advisor we would have no backup to give them. This could be a huge issue. The recurring grant history and record should never fully disappear from CSuite.