Where do I enter the contacts for a Funder?

After you have gone through adding all the Funder level details and all of the fields marked with a red asterisk are completed, you need to save the Funder information.

Once you hit Save, you will have the ability to add contacts as displayed in the image below:


Click on the Add Contact button. You can add simple information like First Name, Last Name and Email to create the contact. You can also designate a Primary Contact for the organization. Hit Save.


To add more detailed information to one of the contacts, click on their name. When inserting more detailed information you can check mark a box that says primary contact. This will display a flag on that contact letting you this is the primary contact at a quick glance.

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