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...
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...