Add Grant Program Applicants
A grant Applicant is an organization or individual who is requesting the grant money. Grant applicant information is managed from the Grant Applicant Profile. Add an Applicant when you want to track the status of the grant application.
To add a Grant Applicant, use the following steps:
- Go to the Add– Grant Applicant page by following the path above.
- Fill in the fields as described in the table below:
Fields Required Description program Required Select the Grant Program the Grant Applicant is applying for. applicant Required Enter the first few letters of the customer who is applying for the grant and select your applicant from the list of matches or click the look up button to search the List –Customer page.
Once you select an applicant, the contact information below is filled in.
amount requested Optional Enter the amount the applicant is requesting from the Grant Program. application date Optional Enter or select the date the application for the grant is entered. address, phone, fax, and email Optional Choosing an applicant populates these fields with the customer contact information.
- Click the Save button to save your changes and return to the Grant Program Profile. Click the Cancel button to return to the Grant Program Profile without saving your changes.
Add Page Icons
Use the following icons to work with Add Page fields. Not every page will have all of the icons listed.
| Use this Icon | To Perform this Action |
|---|---|
| edit icon to open an edit page for that field. | |
| add icon to add a new record for that field. | |
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look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information. |
