Fund Foundations: Using Fund Tools

Fund Tools give you a centralized place to manage all fund-related communication, tasks, documents, and notes. Each tool is accessible from the Tools tab on the fund record and connects activity directly to the fund. Use fund tools to stay organized, track progress, and collaborate with staff throughout the fund lifecycle.

This article includes the following sections:

• Fund Tools Overview
• Email Manager
• Tasks
• Documents
• Notes

Fund Tools Overview

The following table provides a brief description of each fund tool available on the fund record.

Email Manager

Use Email Manager to send emails to staff, users, or individuals directly from the fund record. Each email you send goes to the recipient's primary email address.

To send an email:

1. Navigate to Fund Management > Funds.
   
   The Funds list displays.
2. Select your fund.
   The Fund Details page displays.
3. Navigate to Tools > Email Manager. 
   
   The Email Manager page displays.
4. Click the Create button in the options toolbar. 
   
   The New Message page displays.
5. In the To Recipients field, select recipients. 
   This list pulls from Contacts > Individuals and Contacts > Staff.
6. (Optional) Add CC Recipients or BCC Recipients.
7. Enter a Subject.
8. Enter the email message in the Html Body field.
9. (Optional) Click the Select files… button to attach a file.
10. Click the Send button. 
    The email is sent to the specified recipients.
11. To view a sent email, go to Tools > Email Manager and click the subject line of the email.

Tasks

Use Tasks to create and assign work items to staff members connected to the fund. Once created, tasks display on the assigned staff member's calendar, and they receive email reminders based on the reminder schedule you set.

To add a task:

1. Navigate to the Fund Details page and go to Tools > Tasks. 
   
   The Tasks page displays.
2. Click the Create button in the options toolbar. 
   
   The Task entry page displays.
3. Enter a task Name. 
   Use consistent naming conventions to keep similar tasks easy to identify.
4. Select a Task Type from the dropdown menu.
5. (Optional) Enter a Description.
6. Select a Task Status from the dropdown menu.
7. Select the Assignee(s). 
   This list pulls from Contacts > Staff, and you can select one or more staff members.
8. Enter a Due Date.
9. Select Task Reminders to schedule email notifications to the assignee(s). 
   You can set up to three reminders, in increments of zero to 30 days, to notify the assignee(s) of an incomplete task.
   Note: Reminders stop once the task is marked complete.
10. Click the Save button. 
    The task displays in the Tasks list and on the assignee(s)'s calendar.

Other Actions

The following table describes other actions you can take on a task:

Documents

Use Documents to upload and manage files connected to the fund record. Your Euna Grants subscription includes unlimited document storage.

To upload a document:

1. Navigate to the Fund Details page and go to Tools > Documents. 
   
   The Documents page displays.
2. Click the Upload Document button in the options toolbar. 
   
   The Upload Documents popup displays.
3. Click the Choose file(s) button to select the file from your computer.
4. Click the Upload button. 
   The file displays in the Documents list for this fund.

Other Actions

The following table describes other actions you can take on documents:

Notes

Use Notes to store additional information related to the fund directly on the fund record.

To add a note:

1. Navigate to the Fund Details page and go to Tools > Notes. 
   
   The Notes page displays.
2. Click the Create button in the options toolbar. 
   
   The Notes page displays with editable fields.
3. Enter a Title.
4. (Optional) Select a Note Type from the dropdown menu.
5. (Optional) Select a Note Date.
6. Enter the note text in the Body field.
7. (Optional) Click the Select files… button to include an attachment.
8. Click the Create button. 
   The note displays in the Notes list for this fund.

Other Actions

The following table describes other actions you can take on a note: