What You Need To Know

LHFC Grant is designed to help grant-giving organisations to manage this process. LHFC Grant is one of the simpler LHFC CRM components so if you are familiar with other LHFC CRM components, you will probably find LHFC Grant quite straightforward.

Key Concepts

An understanding of the following key concepts will help you to make the best use of LHFC Grant.

LHFC Grant workflow

The standard LHFC Grant workflow starts with the details of the grant that a contact is applying for, including the amount applied for and when the application was received. You can then record the stages of the process including when the grant decision was made, how much was granted, when money was transferred, when the grant report was due and if it has been received.

Grant types

Use grant types to specifiy the different types of grant that your organisation distributes. You can set up as many grant types as you like, and you can also search based on grant type.

Grant statuses

LHFC Grant comes with three default grant statuses: Pending, Granted and Rejected. You can add more grant statuses to match your workflow.

Application forms and eligibility criteria

You can create application processing forms and eligibility criteria in LHFC Grant, using LHFC CRM's custom data fields. Think about what fields should be attached to the contact who has applied for the grant, and what fields should be attached to the grant.

Key questions

Once you've familiarised youself with the concepts outlined above, and before you begin to work with LHFC Grant, answer the following questions:

• What grant types does your organisation offer?
• What is your grant application workflow and how can you map it to LHFC Grant statuses?
• Do you have an application form, and if so, how can you model it using custom data?
• What kinds of reports to you want to generate from the grant process?