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
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