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


Questions answered in this article:

  • How do I add a new Funder in my Contract?


To add a new Funder in the Contract Module


  1. Select and Search for a Client from the Client’s Page.



  1. Open the Client Profile and navigate to the Finances Tab.



  1. Click on the + Add New button.




  1. Locate the Funder section and click on it. To add a new funder, click the blue + button below.




  1. After clicking the blue + button, a new modal will appear. Enter the name of the funder and their details, including phone number, email, and address. Click Save to complete the process.



  1. Click on the Funder section again and scroll down to see the funder you just added. You can now use this new funder for your contract.