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How to Setup a Default Value for the Donor\Advisor ID Field on the Contact Tab of an Application
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I am manually creating applications in the grant module and need to setup a default value for the Donor\Advisor ID Field on the contact tab of applications.
Answer:
This setting only applies to manually created applications or those imported using the grant import from a spreadsheet. If the application came from an imported suggestion from DonorCentral, the Donor\Advisor ID will be the advisor who submitted the suggestion in DonorCentral.
- Select Tools > System Utilities > System Options. In the Grants section, choose Option Default_DonorAdvisor_Fund_Rep_Type
- Click Lookup button
- Choose code, click OK.
It would be best if you have one special code for that default setting that only one advisor on a fund has.
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