Create Grant Types

Grant Types can be used to indicate the philanthropic interest of a profile, and easily filter desired grants for reporting purposes. Click Grant Types from the Home page. Click Create. Give the grant type a Name and click Create. In the left-side menu: Click List to view all grant types. Click List  Profiles to display all profiles that are associa...

Assign Grant Type Interests

Note: You must create Grant Types before you can add them to a profile. While creating or editing a profile, scroll to the bottom of the profile and check the box(es) next to all grant type interests that apply. Save or Create the profile....

Assign a Grant Type for a New Grant*

Go to Grants Create a new grant by choosing Create from the left side of your screen Enter the Grant information Select the Grant Type drop-down menu (you must create the Grant Types first) Choose Create when done...

Selecting a Grant Type for Existing Grants*

Once you have created Grant Types you may categorize your grants by type for reporting purposes. Go to Grants Select a Grant ID number, eg. 2410 Look at the Grant summary table and find the row labeled "Grant Type," choose [edit] A drop-down menu will be available and will list all your Grant Types Select a Grant Type for the Grant Choose the Save b...