Setting Up Fund Advisors: Manual Configuration

Fund advisors are added to the fund record in Foundation Cloud Grants in order to establish a relationship between fund and fund advisor (constituent). This article explains how to add the fund advisor and perform the appropriate set up within Foundation Cloud Grants.

Setting up a Fund Advisor with No Existing Constituent Record:

1. Create a constituent record in CRM first.
   1. Add constituent codes to the CRM record, refer to Settings > System Business Rules > CRM to identify the code used in CRM for Advisors.
   2. Establish relationship with the fund record in CRM.
2. Add new constituent record in Foundation Cloud Grants and link to the CRM constituent record. Or click +Add Constituent in Grants > Constituents to search for the existing record in CRM and pull it into Foundation Cloud Grants manually.
   1. Ensure the proper constituent type flags are on the record in Foundation Cloud Grants. If not, select the proper codes in CRM and refresh the record in Foundation Cloud Grants.
   2. Add constituent as a requestor to the fund record. See the article on Adding Fund Requestors for more information.

Setting up a Fund Advisor with Existing Constituent Record in Foundation Cloud Grants:

1. Open the Fund record in Grants - Funds.
2. Click the "Add Requestor" button on the Requestors tile.
3. Use the "Select Advisor" button to search for the constituent. 
4. Use the Type dropdown to select the appropriate level of access for the constituent. See the article on Adding Fund Requestors for more information.