GrantHub Pro - Getting Started

Articles in this section

• Getting Started With Grant Opportunities
• Getting Started with CRM
• Getting Started with Grant Accounting
• Migrate Data into GrantHub Pro
• GrantHub Pro Training Webinars

GrantHub Pro - Fundamentals

Articles in this section

• Fundraising Glossary
• CRM Glossary
• Accounting Glossary
• Fundraising: Configure Columns
• Sites and Environment Access
• CRM: Configure Columns

GrantHub Pro - Users & Permissions

Articles in this section

• GrantHub Pro Permissions
• New User Setup and First Time Login
• Create User Account
• User Permissions

GrantHub Pro - Opportunities

Articles in this section

• Grant Opportunities

GrantHub Pro - Profiles

Articles in this section

• Profile Relationships
• Profile Overview
• Profile Lists
• Profile Actions
• Create a Profile

GrantHub Pro - Revenue

Articles in this section

• Revenue Remittance
• Revenue Overview
• Revenue Categories
• Revenue Actions
• Revenue
• Create a Receivable Revenue Entry

GrantHub Pro - Expenses

Articles in this section

• Expense Actions
• Create and Edit an Allocation Table
• Allocation Tables
• Add an Expense

GrantHub Pro - Tasks

Articles in this section

• Tasks Overview
• Profile Tasks
• Manage Task Notifications
• Grant Opportunity Tasks

GrantHub Pro - Services

Articles in this section

• Services
• Add and Edit a Program Service

GrantHub Pro - Notes

Articles in this section

• Profile Notes
• Opportunity Notes

GrantHub Pro - Custom Reporting

Articles in this section

• Accounting Dashboard
• CRM Dashboard
• Fundraising Dashboard
• Awarded Grants Revenue Custom Report
• Profile Mailing List Custom Report
• Custom Reporting

GrantHub Pro - Grant Management

Articles in this section

• Library
• GrantStation

GrantHub Pro - Custom Fields

Articles in this section

• Profile Custom Fields
• Opportunity Custom Fields
• Custom Fields Overview

GrantHub Pro - Correspondence

Articles in this section

• View Email History and Performance
• Send an Email
• Create and Edit an Email Template

GrantHub Pro - Accounts

Articles in this section

• Accounts

GrantHub Pro - General Foundant Information

Articles in this section

• Adjust the Visual Accessibility of GrantHub Pro in Your Web Browser
• Ongoing Success and Support
• Foundant Idea Lab
• Foundant Courses and Help Menu: Setup and Troubleshooting
• Compass, Foundant's Online Community, for Nonprofits
• Safe Sender List Email Instructions

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