Fund Foundations: Core Concept: Fund Tools

48 STEPS

1. Welcome to the Euna Grants Core Concept video focused on Fund Tools.

2. To get started, log into Euna grants.
Once you have a fund entered in the system, there are numerous tools you can use to manage your fund.

3. Navigate to Fund Management

4. then Funds.

5. Select your fund.

6. Navigate to the Tools tab.

7. Under the tools drop down, you will see four key areas including: Email Manager, Tasks, Documents, and Notes. Let’s first look at Email Manager.

8. Users may create and send emails to staff, users, and individuals in Euna Grants that are connected to the record. Emails will be sent to the recipients’ primary email addresses. Select the plus sign to create a new Email.

9. In the entry screen, select a recipient with the option to CC or BCC recipients.

10. Type in the subject and body. Then, attach any files. You can select one file at a time.

11. Then, click send.

12. You will return to the Email grid. Here you can see an audit trail of all communications. The recipient can access the email through the Message center under Activity, on the left navigation panel.

13. Now, let’s look at Tasks.

14. Tasks will appear on the staff’s Euna Grants calendar. They will also receive an email notification of assigned tasks.

15. From the details screen, click the plus sign to add a task.

16. This will bring you to the Task information page. Begin entering the task details with the required name. It is good practice to keep similar naming conventions for the task names.

17. Next select the task type. From its dropdown, you have the option of Other, Budget, or Performance.

18. You can optionally type any information into the Description text box.

19. Next, select the Task status.

20. You have the options to choose from Not Started, In progress, Completed, on hold, and rejected. We will choose Not started as the task status.

21. In the Assignee field, you may select one or more users to whom to assign this task.

22. Then, choose the task’s due date.

23. Finally, configure up to three reminders in increments of zero days up to 30 days. This will notify the user of an incomplete task.

24. once all your details have been filled out, click Save. When you create a task for a staff or user, they will receive an email.

25. To edit the task, click the pencil icon.

26. You can also navigate back to your fund by clicking on the Fund tab.

27. Let’s move to Documents. Click on Tools

28. Click Documents

29. Within Documents, users can upload and view object-specific files and folders. With your Euna Grants subscription, you have unlimited document storage. Under the Tools tab, select Documents. Click the Create Folder button with the plus sign.

30. Type Name

31. Click Create

32. Click the paper with the arrow sign to upload relevant documents to the fund record.

33. You would click here to choose your files.

34. Then, Click upload.

35. All your information will be shown in the Documents grid. Finally, let’s review Notes. Information related to the fund may be stored as a Note.

36. Click Tools then Notes

37. To add a note, click on the plus icon.

38. Enter a title for your note, which is a required field.

39. Optionally, you can select the Note type from the dropdown. The options includes call, email, meeting, on-site, and on-site visit.

40. Add a note date

41. Add any relevant information in the body text box

42. As well as attachments.

43. Click Create after entering all applicable information.

44. All of these fund tools are accessible through the Activity Center.

45. Look at the calendar to see due dates of any tasks entered.

46. Access tasks from the Calendar or from Tasks under Activity. Note the options to edit, delete, or mark a task as complete

47. You can also bulk edit, delete and mark as complete for more than one task.

48. Through this video you’ve learned about the tools available for use with a fund within Euna Grants.
Should you have additional questions, please reference our support site. Thank you!