Learn how to navigate Grants in this step-by-step guide. Grants can be used to track the process of researching, applying to, and receiving grants. Using the Grants feature, you can attach relevant documents, track status, and create activities for the steps necessary to manage the grant process.
Contents
Viewing Grants
1. Navigate to Moves Management and select Grants.
2. From this page, you can filter the list of grants by nearly any data field. Filter using the drop-down menus and the data will automatically adjust. Click on the column headers to sort the results.
From this Grants page, you can also bulk edit the Status, Custom Status, or Assignee for existing grants (click the image below for a closeup).
Creating Grants
When you create a grant, you are creating a record used to track a process. Neon CRM will create a record of the grant on the grant maker's record.
1. From the Grant list page, or from the grant maker's record, select New Grant.
2. Complete the fields. When finished, select Create Grant.
|
Field Name |
Description |
|
|
A. |
Account |
Select an account from the dropdown list. |
|
B. |
Status |
This is the status of the progress of the grant. |
|
C. |
Custom Status |
Like Status, this is an indicator of progress. |
|
D. |
System User |
This is the Neon CRM staff user to whom the grant is assigned. |
|
E. |
Grant Name |
This is the name of the particular grant. This is especially useful when applying for more than one grant from the same grantor. |
|
F. |
Due Date |
This is the date the grant submission is due. |
|
G. |
Ask Amount |
The amount you intend to ask for. |
|
H. |
Funded Date |
If the grant is successively funded, this is the date of the transaction. |
|
I. |
Funded Amount |
If the grant is successfully funded, this is the amount received. |
|
J. |
Note |
This field is for adding any additional relevant information to this grant. |
|
K. |
Campaign |
Select the Neon CRM Campaign this grant should be attributed to. |
|
L. |
Fund |
Select the Neon CRM Fund this grant should be attributed to. |
|
M. |
Purpose |
Select the Neon CRM Purpose this grant should be attributed to. |
|
N . |
File Upload |
You can attach a file to a grant. This file will remain with the grant, and can be accessed by staff users only. Click Browse to select a file, then click Upload to attach it. Note: You must have the Files Module as part of your subscription in order to upload and attach files. |
Custom Fields
1. You can create Grant Custom Fields by navigating to the Settings Cog. Then select Global Settings.
2. Under Contact Activity, select Grant Custom Fields.
3. Select New Custom Field.
4. Enter the field name, display type, and data type. When finished, select Save.
5. Your new custom field will be listed on the Grant Custom Fields page.
Working with Grants
The Grant record can be accessed from either the Grants list page or from the client's account page. From the Grant record, you can add activities and update the status of the grant.
Linking Grants
On the Grant page, you will see that your grant can be linked to a pledge or donation.
You can manage the pledge link by navigating to the Actions button and selecting Manage Pledge Link.
Reporting on Grants
1. The Grants Report allows you to view detailed information on each grant. You can find this report by going to Reports and selecting New Report.
2. Select Moves Management and select Grants Report.
3. You can search this report by basic data associated with the related account, or by specific grant data.
4. The available output columns allow you to see most details about each grant in your report:
5. In addition, "Grant" search category, criteria, and output columns are available in the below account based reports.
- Mailing Report
- All Accounts Report
- Stats Report
A limited selection of output columns only is available in the Activity Report.