You are here:
Manage Funding Request Roles
Track the people related to Funding Requests.
- Create a Funding Request Role
The Funding Request Role allows you to track people associated with a Funding Request. For example, you can create Funding Request Roles for multiple individuals at a grantseeking organization.
Create a Funding Request Role
The Funding Request Role allows you to track people associated with a Funding Request. For example, you can create Funding Request Roles for multiple individuals at a grantseeking organization.
-
While viewing a Funding Request, click Create Funding Request Role.
-
Search for or create a Contact.
-
Select the Status. For example, Current for active Contacts, or Former for inactive Contacts.
-
Select a Role.
-
Click Save.
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
