Difference between revisions of "Funders"
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* '''Force entry of Contact Method?''' - Useful to know how things were completed, via phone, email etc. | * '''Force entry of Contact Method?''' - Useful to know how things were completed, via phone, email etc. | ||
* '''Allow entry of Referral Reasons?''' - Referral Reasons may be required to specify what the funding application is for (which services). | * '''Allow entry of Referral Reasons?''' - Referral Reasons may be required to specify what the funding application is for (which services). | ||
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| + | ===Filed Sets=== | ||
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| + | For this example a field set called 'Funder Applications' has been used with the following | ||
Revision as of 13:39, 9 November 2018
The funders record allows you to record details about you core funders, this would also include those that fund service users. Within the record there are various options that are available to help you keep track of funding and applications:
- Projects - Projects can be setup to store contacts and work undertaken with funding applications with key dates for re-application. See Project Set Up for details.
- Templates - Templates can be use to help manage the work flow of applications or tenders. See Referral Templates for full details.
- Extension Databases - You can create custom fields to record details of core funding and any other funding types. You may wish to include items like donations or legacies, or these funders can be kept separate in a different record type if preferred.
- Paying Invoices (requires Invoicing Module - Funders can be used for direct payments to invoice for work provided to service users.
Contents
Hardcoded features
- Invoicing - The funder record is hardcoded to work with cost centres in the Invoicing Module. Simply use the accounts code field to activate.
- Funded Work - With the accounts code and funder details the funders are used with Funded Work module.
- Project Funding - Used for the Funding tab for the project funding options, including Project Funding Streams.
Using Funder Records
After deciding which fields and tabs you require you may wish to look at using a project. With a project you can record key steps and dates in the tendering process. The main thing to think about is what data you need to capture and the basic work flow required for the process. This guide is going to look at using a project and templates to record the tender.
Projects
First of all you will require a project, go to Project Set Up for details. Below is some screen shots as examples for the set up of each page for the project.
General Details
On this screen you simply need to complete the project name and using a standard project.
Record A Contact
Below you will see that a minimum set of fields have been activated as generally they would not be reuired.
The fields that have been set to be use are:
- Force use of referral templates? - This is on as a template will be added to the project.
- Automatic referral closure - after referral/action completion - This is on as if there is no further work require the funding application will be closed.
- Force entry of time of contact (date is always compulsory) - This is useful to know when things were done/completed.
- Force entry of Contact Method? - Useful to know how things were completed, via phone, email etc.
- Allow entry of Referral Reasons? - Referral Reasons may be required to specify what the funding application is for (which services).
Filed Sets
For this example a field set called 'Funder Applications' has been used with the following
