- Click Accounts
- Click Find an Account
- Search for and click on the Grantor's account
- Click Journal
- Click Add
- Click Contact
- Fill in the date when you are adding the grant to the database in the Date field
- Fill in a Subject line for the entry; for example, "Operating Expenses Grant"
- Select Grant from the Contact Method drop down menu
- Fill in any relevant information about the grant in the Notes field
- Below the Grant Tracking Information heading, select the appropriate values for each of the User Defined Fields
- Click Save and Go to Journal
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