Copy grant feature: Lose the recepient info
I was pleased that copying grant requests was added to FDN cloud. But surprised and a little dismayed that the recepient info is copied into the new grant request as well. Also into the payment fields, so, that info needs to be changed as well. Which takes time I'm trying to avoid. Copying grants in GE Classic was great when a fund advisor who does not use Spectrum would give us a list of grant requests we would need to manually enter, all with different recepients and different grant amounts. 99.9% of our fund advisors give to organizations just once a year, so, I can't imagine needing to rapid fire enter grants to the same org from the same fund, or digging through an advisor's grant history to find a grant they send a year ago, to copy that information. Maybe others are happy with recepient info copied though?
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Justin Suarez commented
This is exactly what I was experiencing! I also just wanted to mention that the copy grant feature in FCG is great since it copies over grant designation and workflow templates. In addition to the payment field copying the payee even if I change it before generating the new grant record, I also noticed that the characteristics of the original grant record are carried over too. That adds steps and time to go back and clean those up individually.