thankQ Help

1.Click on Grant Giving under the Grants Module.

2.The Grant Giving Applications form will appear. This form displays existing Grant Giving Applications.

3.Click the New button on the tool bar to start setting up a new Grant Giving Application.

A Grant ID will automatically be inserted. Change this to the relevant reference for this application. Note that this ID can be changed later on by selecting 8 Edit and selecting Edit-Grant ID.

4.Enter the Applicant ID (Serial Number) of the contact if you know it.  Alternatively, click on the pick list icon to select a contact record from the picklist.

The Applicant ID represents the person or organisation that is applying for a grant from your organisation.

5.Click on the drop down beside Type and select the type of Grant/Project.

6.Enter a Title for the Grant Giving Application.  This could be a very brief description of what their grant application is for.