This article will provide users with a step-by-step guide on adding a new funder within the contract module.


Questions answered in this article:

  • How to add a new Funder in the Contract Module?


To add a new Funder in the Contract Module


  1. Select a Client from the Client’s page



  1. Click the Finances Tab



  1. Click the +Add new button in the Contracts Section



  1. Add a new Funder by clicking the Add(+) button from the bottom of the Funder dropdown list.



  1. I named the new funder “A Trial Funder” and then clicked the Save button on the Add Funder modal.



  1. Upon Checking on the Funder Modal, the newly added Funder was successfully added.