The Grantee 360 tab on an organization record provides an overview and timeline of the foundation’s relationship with the organization. This includes the history of the organizations, requests, requirements, payments, interactions, and key moments. The foundation can customize the types of key moments to track, such as leadership changes, strategic changes, media coverage, natural disaster/major disruption, etc. An example grantee 360 timeline is shown below.
Because organization records sit at the top of the data structure, all interactions flow up to the relevant organization record and can be viewed on both the Grantee 360 and Interactions tab. The Grantee 360 tab allows these interactions to be viewed in context with the organization’s records and key moments.
View a Grantee 360 Timeline
- Navigate to the organization record.
- Click the Grantee 360 tab.
Hover over an icon on the timeline to view details, or click it to navigate to the corresponding record.
Click the filter icon, and then select or deselect items to filter the timeline accordingly.
Click and drag the cursor across a section of the timeline to zoom in. Click Reset zoom to return to the original view.
Click the three lines icon to print or export the timeline.
Add or Manage Key Moments
- Navigate to the organization record.
- Click the Grantee 360 tab.
- Click Add New Key Moment.
- Complete the fields, and then click Save.
- Title - Enter a descriptive name for the key moment.
- Type - Select the type of key moment. See Organizations for details on configuring the available key moment types.
- Date - Enter the date on which this key moment occurred.
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Notes - Optionally enter any details about the key moment.
Existing key moments can be edited or deleted as necessary. Documents can be added to an existing key moment.
- Click the double arrow icon to view and manage the key moment details.
- Click the Documents tab to view and manage documents related to this key moment.
- Click Add New Document and choose from the available options to add a document.
- Manage existing documents using the double arrow icon, dropdown icon, and trash can icon.
- Click Add New Document and choose from the available options to add a document.
- Click the Documents tab to view and manage documents related to this key moment.
- Click the trash can icon to delete a key moment.