Using Grant Toolbox
- General tips
- Your Grant Manager Home Page
- Opening multiple tabs and view side by side
- Navigation within Grant Toolbox
- List views and searching and filtering information
- Using hashtags to categorise applications and organisations
The CRM
- Add a new organisation
- Add a new user to an organisation
- Approve an applicant who has self registered for an existing organisation
- Link a user to more than one organisation
- What to do when a user leaves an organisation
- Record notes about an organisation
User Management
Fund Management / Budgeting
Program and Grant Round Administration
Grant Application Management
- The Grant Application Manager
- Invite an organisation to submit an application
- Manually enter a staff generated grant
- Enter a Gifts in Kind donation
- What to do when a grant round closes
- Request a revision to an application
Grant Payments
- How to set up payments
- What do the payment statuses mean?
- Increase/decrease a payment
- How to request and approve an invoice
- Approving and making payments
- How to record a payment that has been returned to you (a refund)