Add Grant Resource

If there are individuals or organizations you are in contact with concerning grants, keep their information handy by adding contacts, which are referred to as Grant Resources.

1. Open the Grants module of the account you plan to edit..
2. Find the grant within the list. Under the action menu, click Edit.  
   
3. Go to the Contacts tab.
4. Click Add Grant Resource.
   
5. Fill in the General tab fields, selecting Organization or Individual first.
   • Type in the Name.
   • Type the street address in the Street 1, Street 2, and Street 3 fields.
   • Type in the Zip Code then click Lookup Zip Code. The City and State will appear automatically.
   • Type in the Phone Number.
   • Type in the Fax Number.
   • Type in the Email.
6. Proceed to the User-Defined tab and enter additional information as needed.
7. Click Add Grant Resource.