CommunitySuite Help Center

Main Navigation

  • Help Center Home
  • Contact Us

Grant Types

3 Articles in this category

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request. We’ll get back to you as soon as possible.

Please enter the details of your request. A member of our support staff will respond as soon as possible.


  • Home
  • Grant Types

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...

Last updated: April 5th, 2019 by Nick Miles

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....

Last updated: March 27th, 2019 by Nick Miles

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...

Last updated: August 31st, 2018 by Reina Gallion

Copyright © 2019 - Knowledge Base Software Powered by

Definition by Author

0
0