From the constituent's Profile tab (Company or Individual), select YES in the Is Grantor field. Save the record and you will see a tab appear called Grantor Info where you can track grant proposals and reporting for this constituent.

Modified on: Tue, Aug 4, 2026 at 12:47 PM
From the constituent's Profile tab (Company or Individual), select YES in the Is Grantor field. Save the record and you will see a tab appear called Grantor Info where you can track grant proposals and reporting for this constituent.

Did you find it helpful? Yes No
Send feedback