The Grants and Foundations module should be able to do the following consistent with other areas of BBCRM:
- be able to add a contact report and be supported by the Outlook integration
- pending funding request steps should show on the MyFundraiser Pending Activity tab
- funding requests should show on the MyFundraiser Prospects and Plans data list same as for majore giving and stewardship plans
- funding request steps should allow canceled and declined steps and show on the corresponding major Giving Management page tab
- and reports as well as Opportunities.
- be able to make funding plans historical
- when a grant is awarded the Donor constituency should be added/updated
- be able to add revenue/grant awards via batch
- grant deadlines date formats should be configurable to also show in non US-date format
Agree that congruent functionality between these modules is necessary
Interest remains for this idea, particularly (1) ability to add a contact report and (4) allow canceled and declined steps.