6

That's totally possible - I have one medium size org that uses Grants exclusively for this purpose. We're using some simple Word Replacements -> in civicrm/admin/options/wordreplacements?reset=1 to help Staff use native CiviCRM Grants to track income:


5

Go into your CMS permissions and check that your role has all the CiviGrant permissions. They are not automatically granted when you enable the component (though it is a little surprising that they would be revoked upon disabling it). You also might try logging out and then in again.


3

I find that this is really dependent on the client's needs. If all they need is a list of grants they applied for, I might use neither - and just use activities. If they need to track upcoming deadlines for applications, deliverables, statuses, etc., then CiviCase is a better fit.


3

I know the translation of CiviCRM in different languages is done by community members using Transifex: https://www.transifex.com/civicrm/civicrm/ Personally I have never really looked at this but I would reckon contacting the translation working group (https://civicrm.org/working-groups/translation) on MatterMost here: https://chat.civicrm.org/civicrm/ and ...


3

CiviGrant is not sync'd with CiviContribute in current CiviCRM version. You will need to build an entity that will link CiviGrant with CiviContribute or use Financial Accounts(linked with Financial type). This look like nice feature. I am happy to build an extension for this if you willing to sponsor.


3

I don't think there is a non-coding way to do this. You could try to manipulate the UI with an extension to accept a submission without an amount value. But there may be reasons in the business logic why an amount is required, i.e. you may experience follow-up problems if there are grant records without that value in your database. So unless this is a ...


3

I have fixed that under https://issues.civicrm.org/jira/browse/CRM-16927 and here's the PR https://github.com/civicrm/civicrm-core/pull/6342 (not merger yet). Can you please verify the patch if it works for ya ?


2

If you are using Drupal as your CMS then one option would be to set-up a webform that simultaneously opens a case and a grant (yes, webforms can do both at once). In that case the webform submission itself could serve as the link between the two, or you could make a more explicit link via custom fields.


2

To meet this need, I commissioned the Grant Financial Support extension, which fills an important piece of this need. It's not complete in and of itself, but enables accounting integration for grants. I have a second extension that links grants to financial types with the help of this first extension, but it's not stable enough for release yet.


1

If the tokens for grants are not available in core (which I can imagine) and appartently the data-processor tokens extension does not work with them either, the option you have left is to create an extension that adds them as custom tokens.


1

CiviRules is a work in progress. Maybe this condition is not implemented yet. But you can do it yourself. The following manual describes how: https://docs.civicrm.org/civirules/en/latest/create-your-own-condition/


1

I came across two form Plugins that people have written additional plugins so that they interact with CiviCRM. The first one I tried was Caldera Forms. Here is the github link to the civi integration https://github.com/mecachisenros/caldera-forms-civicrm I only recommend Caldeara Forms if you have a basic form. I finally gave up and asked for a refund. The ...


1

For Grant Application on Drupal: I recommend webform_civicrm module for application workflows: collect all contact info/fields you need (parents + child(ren) + emergency contacts) store the relationships between these contacts make it a nice looking multi page application add payment field(s) in the process


1

You may be able to get what you want by using a Campaign for each 'donation' and then you can mark other entities with that. Also worth noting that if CiviGrant doesn't quite match your use case, other users have switched to just using Activities, or CiviCase to create their own custom 'grant' workflow.


1

If you are still looking for CiviGrant users, please include your contact info. I'm also looking to connect with other CiviGrant users to share tips etc. I can be reached at edith (at) mrgfoundation.org. Blog post about connecting to CiviGrant users is at: https://civicrm.org/blog/edith-casterline/calling-all-users-of-civigrant


1

Short answer: no - you would need at least a little bit of code to achieve this.


1

This is a known issue but so far hasn't risen to the top of anyone's to-do list. Patches from the community would be more than welcome. See https://issues.civicrm.org/jira/browse/CRM-9659


1

One option would be to create your own custom Activities to manage the Grant side of things and then include them in your Case directly rather than having to link Cases with CiviGrant.


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