The People Area

Purpose

People records help you track external relationships that matter to your grant work. Each record stores contact details, affiliations, notes, and related activity so your team always knows who’s who — and where they fit into your funding landscape.

💡 Think of the People Area as your relationship hub — a living Rolodex for everyone linked to your grants and funders.

Layout

Top Bar

• Search name… — find a contact by name or keyword

• Items per page — adjust how many contacts are displayed at once

• + New person — create a new contact record

💡 Search makes it easy to find people fast when managing multiple funder relationships.

Table of People

Each person appears as a row in the table with these columns:

• Name — the individual’s name (click to open their record)

• Organization — their affiliated funder or institution

• Role / Title — their position within that organization

• Email — contact address

• Phone — phone number (optional)

• Last updated — shows when the record was last edited

💡 Keep people records up to date — small details like titles and emails change often in the grant world.

Actions

From the Actions column (three dots menu):

• Edit — update the person’s details

• Delete — permanently remove the person from your workspace

💡 Deleting a person record also removes their links to funders, opportunities, or programs — confirm before removing.

Inside a Person Record

Click a person’s name to open their detailed record. Each record includes several sections:

Overview

Displays the individual’s key information:

• Full name and title

• Organization or funder affiliation

• Email and phone

• Address (optional)

💡 Use the overview to confirm basic contact details before outreach or submission.

Linked Funders

Shows all funders connected to this person — for example, where they serve as a program officer or grants manager.

• Click any funder name to open its record.

• Add or remove linked funders directly from this section.

💡 Linking funders helps your team understand which relationships matter most.

Linked Opportunities

Lists any opportunities this person is associated with — such as those they oversee, manage, or review.

💡 This helps you see how a single contact connects to multiple potential grants.

Notes

A freeform space to record relationship details, communication history, or strategy notes.

💡 Use notes to capture useful context like meeting recaps, preferences, or reminders for follow-ups.

Activity Feed

Tracks recent updates and interactions for this contact, such as edits, new links, or added notes.

💡 The feed builds a transparent record of how your team has interacted with this person over time.

Using People Across Grantable

People records connect throughout your workspace:

• In Funders, you’ll see linked people to manage funder contacts.

• In Opportunities, you’ll see associated people for each grant.

• In Programs, you can reference relevant external partners.

💡 This unified relationship layer helps your entire team see the human network behind your grant activity.

✅ Key takeaway: The People Area centralizes your external relationships — the program officers, partners, and reviewers connected to your funding ecosystem. Keep these records current to maintain visibility, strengthen collaboration, and build lasting funding relationships.