New Quick Add buttons on the Dashboard for Grant Proposals and Tasks
You can now add new grant proposals and new tasks directly from Buttons on your Dashboard!
This makes it faster to quickly add that new grant proposal or task you need to get done!
New Client Fields - Referral, Services, and Mission
It helps to have reference information about your client, such as how they found you (marketing/sales!) and what services you're providing them.
You now have several new Client fields that include:
Referral Source - How they found you
Services Provided - The grant services you're providing them
Mission Statement - Save their agency mission statement
I also added a filter for 'Clients' on the Grant Reports and Tasks page, so you can filter those by Client.
New Dashboard Block - Grant Reports Due Within 90 Days
You now have a new Dashboard block - Grant Reports Due in 90 Days. You'll see a list of any Grant Report due within 90 days.
This replaces the previous 'Open Grant Reports' dashboard block to give you more valuable and timely information on your grant reports.
See how the Dashboard helps you manage grants
