Send email to a contact from within Grant Toolbox

Modified on Tue, 12 Sep, 2023 at 4:45 PM

Any time you wish to email a contact from within Grant Toolbox you need to just click on the contacts email address from the system. 


  • From the contact itself click on the hyperlinked email address. You will need to be in view mode.

Graphical user interface, text, application 
Description automatically generated 

 

  • The Message Centre will be launched. Select a Template (optional) and the Compose button. 

  • Enter the subject of your email and the body of the email 

  • If you want the email attached to the contact and/or application leave the 'Save as Event' selected if not deselect the checkbox. 

  • Click Send

  • If you are saving it as an event you then need to choose if you want it saved on the contact record or the application. 

  • Select Grant Application Manager and the relevant application to save it on the contact and the application.

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