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Author Topic: Grant Type  (Read 1690 times)

ptp

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Grant Type
July 29, 2013, 02:58:42 am
we are running a charitable organization,  we recently installed our civicrm, it is very much helpful for our trust. we use civigrant module for one of our project "sponsor a child" through which we distribute grants for School Fee, Exam fee, Bus Fee etc., apart from this we distribute Educational Aid(Notebook, Pen, Chart paper, A4 Sheet etc..,_ )which we should record in each and every contacts. we like to record those items  as a quantity not in money value. Please help me how i can do this..

thanking you

G Venkatesan
Shanthimalai Trust
INDIA

Dave Greenberg

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Re: Grant Type
July 29, 2013, 01:10:39 pm
some options:
* create grant types for these non-monetary grants and create custom field(s) used for Grants to specify actual item(s).
OR
* record these as activities (create a non-monetary grant activity type w/ whatever custom fields you need)
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xavier

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Re: Grant Type
July 30, 2013, 01:33:03 am
Check out what civireports has out of the box, if you follow dave's second approach, you might have a report that is more what you'd need.

I don't know if you use civicampaign already, but would allow you to track as well the "engagement index" for each of these educational aids, that might be useful as well

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JonGold

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Re: Grant Type
July 30, 2013, 08:55:21 am
Dave's approach is  the better one 99% of the time - but in certain limited cases I've also found it helpful to enable alternate currencies (such as the "XXX" currency) to track non-monetary "currency" (in our case, volunteer hours). It depends on your reporting needs.
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xavier

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Re: Grant Type
July 30, 2013, 10:44:22 am
@JonGold

We are drifting of topic a bit, but don't you have issue with reporting then, with civi happily adding 1 USD + 1 XXX = 2 USD (or whatever the default currency)

As an aside, I'd be curious to know what kind of work the volunteers were providing to be counted in XXX ;)

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Grant Type

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