We currently have a grant program where we have applicants (individuals) applying for a quarterly grant. Rather than having an applicant enter their banking information or SSN (which we use as a unique identifier and for tax purposes) in the form itself, could this information be entered as part of their applicant profile (so the user can enter it once and not each app, then is able to edit whenever needed)?
Client Name | PCG |
Employee Name | Hallie |