Our new Journaling feature allows you to take notes and capture critical information about a specific contact, such as who referred the contact and when you last spoke to them.
This is particularly helpful as a grant management system to help you track the many touch points you will experience during the grant process and will help you communicate vital information to the rest of your team.
The Journal feature also allows you to create a legacy of information that you can pass down from staff member to staff member, and help ease the pain of transitioning new personnel. With all the information tracked in DataIdeal's Journal, your new employee will be up to speed in no time!
Using the Journal is easy! Simply click on the "Contacts" link in the top navigation.
Then click on the "Journal" link in the secondary navigation. This will take you to the Journal page.
To create a new Journal Entry, simply click on the "New Journal Entry" link at the top right of the table.
Next, fill in the fields starting with the contact you would like to capture information about. The rest of the information is optional. You can mark the date, the person who referred you, the type of contact you had, as well as any notes you want to take about the interaction. When you are done, click "Save."
And that's it! You've successfully collected information about a contact and saved it in the new DataIdeal Journal feature! Just another way DataIdeal is proving a valuable grant management software for our non-profit customers.
Thanks again to all our customers who continue to help us improve DataIdeal! If you have any comments or questions, please feel free to leave us a message below!
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