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How do I change the Sponsor Contact on a Sponsor Template?
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Jennifer Bliss
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Jun 16, 2016, 1:12:37 PM
6/16/16
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This topic is for SPO admin users only:
Per
#
RESSUP
-
1753
- "Change Generic Sponsor Template Sponsor Contact".
To change the Sponsor Contact on a Sponsor Template:
Navigate to System Admin Portal > Maintenance Tab
In the Awards Maintenance Table section, select the Sponsor Template link
In the Sponsor Template Lookup window that opens, click the [search] button (to do a blanket search of your sponsor templates)
Click the edit link for your Generic Template
The Sponsor Template document will open for editing:
enter a Description in the Document Overview panel
in the Edit Sponsor Template Contacts panel, delete the Old Sponsor Contact by clicking the [delete] button
then add the New Sponsor Contact by selecting the Contact Type and Rolodex Id. Then remember to click the [add] button
Lastly, click the [submit] or [blanket approve] button to finalize your changes.
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