Feature: Contact Management

Capture all essential contact information

See all of the individuals in an organisation

Flag issues with organisations or individuals

Ensure that everyone is aware of problematic contacts

Easily record file notes

Easily update contacts associated with an application

View contact history

See a complete history of interactions, applications and grants with an individual or organisation.

Record correspondence

Easily add a note of any correspondence or contact with an individual or organisation.

Flag an organisation

Flag an organisation or individual if there are issues that should be reviewed before any further engagement is had.

Flexible details

Record one email address or ten for any given contact. SmartyGrants doesn't limit how much or or how many contact details you record.

It's all about relationships

See quickly which contacts, be they individuals or organisations, are connected to an application. It's also simple to update or change a contact's relationship to an application.