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titleModifying the Caption for the Grantee Secondary/Grantee Executive Director Field

If the grantee is a company (the Organization Grantee option is selected), the Grantee Executive Director field is available to identify the executive director for the grantee company. If a user clears the Organization Grantee option, the Grantee Executive Director field is relabeled as the Grantee Secondary Contact field to identify the secondary contact for the grantee.

Due to the two possible meanings for this field, Aptify has implemented the following solution to update the caption of the Grantee Executive Director/Grantee Secondary Contact, depending on whether the grantee is a company or an individual:

  • If you want to change the caption of the field when the grantee is a company (Grantee Executive Director label), modify the caption using the standard Visual Designer steps. See the "Copying and Modifying an Existing Form - Template" section in the Form Template Administration chapter of the Aptify 5.5.1 Administration Guide for more information on how to use the Visual Designer.
  • If you want to change the caption of the field when the grantee is an individual (Grantee Secondary Contact label), modify the Local String of the Grantee Secondary Contact Culture Strings record to the appropriate label. See the "Working with Culture Strings in the Localization" section in the Localization chapter of the Aptify 5.5.1 Administration Guide for more information about modifying with culture strings.

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This option does not drive system functionality by default but is provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See the Aptify 5.5 Process Pipeline Guide for Managing Process Pipelines for more information.

Send Agreement

This option does not drive system functionality by default but is provided to be used in - conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See the Aptify 5.5 Process Pipeline Guide Managing Process Pipelines for more information.

Date Sent

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The fields on this tab are for tracking purposes only and do not drive standard system functionality. These fields are provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to Grants. See the Aptify 5.5 Process Pipeline Guide Managing Process Pipelines for more information.

Payments Tab

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