Settings and activity
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29 votes
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Cindy Hoffman
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29 votes
An error occurred while saving the comment Cindy Hoffman
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This is also disrupting business at our foundation. We would like to see the CSuite grant fields change to better align with how we are paying grants. It is confusing for staff and does not mirror the setup for Parent/Child relationships on the profile level.
Suggesting "sponsored org" gets replaced with Payee or something similar.
Cindy Hoffman
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167 votesCindy Hoffman
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53 votesCindy Hoffman
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147 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Cindy Hoffman
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I see one option to "bulk" update grant approvers was implemented a while ago, but I would like to see an option to run a custom report and set the grant approver similar to the fund or profile steward. While the current way allows me to select a grant approver and click the fund, when you are doing this for 300 funds and adding multiple grant approvers as backups, this isn't the more efficient way to get the job done.