Add Communications to Applications

You can manually add communications to an application to keep track of external communications or even internal notes.

1. Navigate to the Applications area.

2. From the Applications tab, select the application to open the Application View.

3. Select the Communications tab.

4. Click on the Add communication button.

   

5. In the Add Communication screen, provide the following information.

   1. Specify the communication type.

      • External communication

      • Documentation

      • Meeting and interaction

   2. Optional - Enable the Publish to nonprofit profile communications option to automatically post the message to the Communications tab in the Nonprofit Profile.

   3. Specify who can view this communication.

      • All Grant Managers on application

      • Grant Managers in current workflow level

      • Only me

   4. Enter a subject for the communication.

   5. Provide the date communicated.

   6. Enter the content.

   7. Optional - Attach any relevant files.

   

6. Click Save to add it to the application.

Note: You can edit the communication after posting it by clicking on the pencil icon next to it in the Communications panel.