Manage and select client records

Create a client record

The Clients navigation appears only where client management is available for the account.

1. Open Clients and choose Add Client.
2. Enter the client's organization and contact facts.
3. Save, then open the client detail page to confirm the stored record.

• Use a separate record for each organization.
• A client record does not prove eligibility or package support.

• Clients

Select the correct client

When GrantPro asks for a client, the selection determines which stored organization facts are associated with the next supported action.

1. Review the client name and contact summary before selecting it.
2. Open the client detail page if any identity fact is uncertain.
3. Continue only after the displayed client matches the intended organization.

If the wrong client is selected or missing

Do not continue an organization-specific workflow with the wrong client context.

1. Return to the client selection page.
2. Choose the correct existing record, or add the missing client before continuing.
3. If the screen cannot be returned to safely, stop and contact support with the page name, not client documents or private facts.

• Contact support