Add Communications to Nominations

You can manually add communications to a nomination to keep track of external communications or even internal notes.

  1. Navigate to the Nominations area.

  2. From the Nominations tab, select the application to open the Nomination View.

  3. Select the Communications tab.

  4. Click on the Add communication button.

    Add Communication button in the Communications tab of the Nomination View

  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 nomination

      • 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.