Reporting
Meeting Manager
Grant Application Management
- Enter a Gifts in Kind donation
- How to make a change to an approved application
- How to change the primary contact on an application
- How to delete an application that has been created in error
- View all communications that have been sent related to an application
- How to move an application to a different grant round
Grant Payments
- How to add/remove fund allocations
- How to cancel a payment
- How to export a list of payments
- How to add an additional payment to an approved grant
- How to record a payment that has been returned to you (a refund)
- Approving and making payments
Fund Management / Budgeting
Program and Grant Round Administration
The CRM
- How to check if a user has login access
- Frequently asked questions - The CRM
- Send email to a contact from within Grant Toolbox
- Add events and tasks to an organisation or contact
- Record notes about an organisation
- What to do when a user leaves an organisation
User Management
Using Grant Toolbox
- Logging out of the Portal - Grant Administrator
- Your personal settings
- Tracking changes and history
- Emulating an applicant
- Using hashtags to categorise applications and organisations
- List views and searching and filtering information