{"id":194,"date":"2017-08-07T20:52:14","date_gmt":"2017-08-07T20:52:14","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=194"},"modified":"2022-12-22T08:14:42","modified_gmt":"2022-12-22T15:14:42","slug":"primary-contact","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/primary-contact\/","title":{"rendered":"Primary Contact"},"content":{"rendered":"<div class=\"abstract\">For each application, administrators can set a Primary Contact \u2013 an administrative user who will receive email notifications regarding activity on that application.<\/div>\n<div>\n<h3><strong>How It Works<\/strong><\/h3>\n<p>The Primary Contact receives an alert when the application is submitted, when an administrative action is requested on the <a title=\"Activity Log\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/activity-log\/\">Activity Log<\/a>, when an <a title=\"Invoices and Payments\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial\/\">Invoice<\/a> or <a title=\"Reports\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/\">Report<\/a> is submitted, or when the applicant has a question.<\/p>\n<p>The Primary Contact set on an application overrides the <strong>Program Contact<\/strong> identified in the Settings tab in Program Setup.\u00a0 Once the Primary Contact is set, the Program Contact will no longer receive emails regarding that application. However, the contact persons set up for the Pre-Application, Financial, and Reporting features receive email notifications <em>in addition to<\/em> the Primary Contact, as applicable.<\/p>\n<p>On any application for which a Primary Contact has not been set, email notifications will go to the general Program Contact.<\/p>\n<h3><strong>How To Set It Up<\/strong><\/h3>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Setting Tab &gt; <em>Administrative Users<\/em><\/span><\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Settings Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Before you begin assigning Primary Contacts, click into the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/settings\/\">Settings<\/a> tab in Program Setup to make sure the correct administrators can access the program.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<p>If there is a Senior Admin, check the boxes next to the appropriate administrative users to give them access.<\/p>\n<p>If there is no Senior Admin set for your organization, you can disregard this step since every Admin will have access.<\/p>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Application &gt; Application Summary Tab &gt; <em>Setting<\/em><\/span><\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Application Summary Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p><\/p>\n<ol>\n<li><strong>Open up an application with the program<\/strong>.<\/li>\n<li><strong>Click into the Application Summary tab. <\/strong><\/li>\n<li><strong>In the Setting box on the right side, use the Primary Contact dropdown to select the admin<\/strong> who you would like to receive notifications regarding that application.<\/li>\n<\/ol>\n<p><\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>For each application, administrators can set a Primary Contact \u2013 an administrative user who will receive email notifications regarding activity on that application. How It Works The Primary Contact receives an alert when the application is submitted, when an administrative action is requested on the Activity Log, when an Invoice&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,25,38,27,28],"ht-kb-tag":[81],"class_list":["post-194","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-applicationadmin","ht_kb_category-all","ht_kb_category-postdecisionadmin","ht_kb_category-otheradmin","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=194"}],"version-history":[{"count":11,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/194\/revisions"}],"predecessor-version":[{"id":3241,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/194\/revisions\/3241"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=194"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=194"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}