Create UDFs to Track Grants and Foundations

Tip: We recommend you use user-defined field sets to help track grant information. Enable the General Fields and Grant Tracking Fields sets. For information about how to add a defined field set, refer to Add Defined Field Sets.

Alternatively, you can manually create the recommended user-defined fields.

• Account Type - Use this to indicate whether an account is an individual, foundation, business, etc.

• Grant Priority - Add this field to the Base category. Use this to indicate how important the grant is. Values may include high, low, medium, and other.

• Grant Status - Add this field to the Base category. Use this to indicate the status of your grant request. Values may include pending, accepted, or declined.

• Requested Amount - Add this currency field to the Base category. For Journal Types, select Contacts. This field should be a text box.

• Amount Awarded - Add this currency field to the Base category. For Journal Types, select Contacts. This field should be a text box.

• Due Date, Proposal Due Date, Date Report Sent, Date Grant Awarded, Grant Projected Begin, and Grant Projected End. - Add date fields to the Base category.

You'll also need to set up a system defined field to track the contact method. Add "Grant" as a value for the Contact Method Field. For details, refer to Add and Rename System-Defined Field Values.