Add a requestor to a fund option when selecting funds w/o requestors
It would be convenient if I could have the option to add a requestor to a fund if it doesn’t have one when I select it to use on a grant.
Example:
I’m creating a designated grant and I choose the Inman Family Scholarship Endowment. There are no requestor assigned to this fund so I am unable to use this fund. There isn’t a quick way to navigate to the fund to add a requestor, so It would be convenient if there would be a button to add a requestor if there isn’t one.
Another example which may be more common:
I go to add a fund on a grant and I want to search my CRM for the fund. If there isn’t an existing GE NXT record that has requestors set up, you can’t really select a fund that is only in the CRM. If you select a fund that doesn’t exist in GE NXT (that exists in the CRM), it won’t have any requestors on it and there isn’t a way to add any through that modal. Therefore, you can’t select a fund that is only in the CRM.