Fund has an assigned template tracking

SallyWeldonSallyWeldon Posts: 12 ✭✭
First Compass Anniversary First Comment Photogenic 5 Likes
edited July 2023 in Fund Development

We are going to start selecting a few funds that will have assigned grant letter templates. Or rather we are going to start adding funds to a few special grant letter templates.

If you do this please share how you accomplish the following:

1) How does your grant processor know a template is assigned to the fund so they don't overwrite the template assigned to the fund? We can see the Grant Letter field, it is empty through out the process of creating the grant. We have over 1000 funds that can grant, if the template doesn't populate the field, how does the grant process know not to overwrite it?

2) not all staff have access to templates - by looking at the fund record we can't see the template that fund is assigned to. How do staff know that fund has been assigned a template if they can't access the template module

Thank you!


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