Track Grants and Foundations

To track foundations, you can create an account for each foundation or for the individual responsible for the grant. Then enter address and contact information. For multiple contacts, enter multiple personas (e.g. Contact 1, Contact 2, etc.). Use the defined fields to enter information about the grant.

Tip: We recommend you use the user-defined field set to help track grant information. For information about how to add a defined field set, refer to Add Defined Field Sets. Alternatively, you could manually create the fields. For more information, refer to Create UDFs to Track Grants and Foundations.

To remind yourself of important due dates and other things to do, create queries based on the defined fields. Run the queries and reports regularly to track your grant information. For general information about queries or reports, refer to Queries or Reports .