How to I get tabular data for the contact person's tab?
- 31 May 2023
- Contributors
- Print
- DarkLight
- PDF
How to I get tabular data for the contact person's tab?
- Updated on 31 May 2023
- Contributors
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
How can I print out the information on the grantee contact person's tab?
Answer:
The Grantee Contact Person tab information is actually stored in the Relationship table.
Most foundations have a relationship type of "GC" that indicates a grantee contact.
The value used by you can be discovered and controlled in Tools > System Utilities > System Options.
Choose Grants, then Default_Grantee_Contact_Relationship and in the last column you can change or see your chosen value.
The value given when we implemented the feature was GC.
If you create a datagrid in profiles use a Profile, Relationship table combination. If you create one in Grantees, use a Grantee, Profile, Relationship one. Make sure you select on Relationship type of "GC" on the selection tab.
Once you have created your grid you can report on or export the information using the Processes icon.
Most foundations have a relationship type of "GC" that indicates a grantee contact.
The value used by you can be discovered and controlled in Tools > System Utilities > System Options.
Choose Grants, then Default_Grantee_Contact_Relationship and in the last column you can change or see your chosen value.
The value given when we implemented the feature was GC.
If you create a datagrid in profiles use a Profile, Relationship table combination. If you create one in Grantees, use a Grantee, Profile, Relationship one. Make sure you select on Relationship type of "GC" on the selection tab.
Once you have created your grid you can report on or export the information using the Processes icon.
Was this article helpful?
