Appendix B: Features Rubric
Grant, Contact & Organization Records Basic Standard Advanced Grant Tracking Track basic grant info, such as name, request amount, organization, program with which a grant is associated, grant information, grant status Both individual applicants and organizations can apply for grants from the same grant program Stores and links information for each grant proposal through its entire lifecycle View related records and data across records Track grants by program cycle or board meeting date, and by categories Track by percentage or dollar allocation across programs Organization Records Tracks organizations separately from individual grants to allow you to see a history of all grants to an organization Track individual departments business units under a larger organization Retain former staffers associated with a grant on an organization’s record without making them active contacts for communications Contact Records Associate multiple contacts with an organization and define their relationships Communicate with a contact according to their relationship with the grant or organization (for example, send the payment letter to the payment contact, or email reporting reminder to report contact) Links to external contact management systems Relationship Management Records all system-generated letters and emails for each grant Capture emails from external email systems into grantee or…