Creating a Sponsor

To navigate to the ‘Sponsor’ list, view all Global-level sponsors, and create a new sponsor, follow the steps below.

1. From the left-hand navigation links, select Sponsors. The Sponsors screen opens where all sponsors at the global level are displayed.
2. Click the ‘+Add’ button from the menu bar above the grid to add a new organization.

   

3. On the ‘Create Sponsor’ screen, add the following fields into their respective sections.

   Note: To create a sponsor, users must enter the mandatory fields Name, Type, and Status which are marked with an asterisk (*) next to the field title. Other fields are optional.

   Step by Step All fields are explained below:

   General Information

   • Name*: Enter a name for the sponsor.
   • Number: Enter the unique number for a sponsor.
   • Parent Organization: To add an existing organization to the sponsor, click on the drop-down arrow and select the appropriate organization from the list. To create a new organization, click on the ‘+Create’ button.

   Note: To Create an organization, refer to Chapter 8. Organizations section.

   

   • Type: This field is pre-filled as ‘Sponsor’ and is not editable.
   • Subtype: Select the appropriate subtype from the drop-down menu.
   • Status: By default, the user can see ‘New’ Status. To add a different status, click on the drop-down arrow and select the status.
   • Primary Contact: To add a contact to the sponsors, click on the drop-down arrow and select the appropriate Contact from the list. To create a new contact, click on the +Create button.

   Note: To add a new contact, refer to the Creating a Contact section.

   

   Phone Numbers

   • Click on ‘+Add’ to input phone numbers and enter the phone number in the provided field.
   • Specify the phone number type i.e., Work, Mobile, Office, or Fax.
   • Select the Country Code.
   • Click on the ‘Set as Primary’ checkbox.
   • Click on the Delete icon to remove the phone number.
   

   Emails

   • Click on the ‘+Add’ button and enter the email address in the provided field.
   • Enter any additional notes regarding the Sponsor in the ‘Notes’ field.
   • Click on the ‘Set as Primary’ checkbox.
   • Click on the Delete icon to remove the email address.

   

   Include Address:

   • Toggle the switch to include an address and enter the mandatory details into the respective fields.
   • To include an address, enter the following mandatory fields highlighted with a red asterisk (*) mark.
     • Address Type
     • Primary Address
     • Country
     • Postal code
   • Add details to the optional fields if required.
     • Address Line 2
     • Address Line 3
     • Town/City
     • Province/State
   • Additionally, enter the address in the search box to view an auto-populated list based on the search term.

1. After filling in all required fields, select an option from the bottom of the form.
   • • Create: Saves the new organization and closes the screen
     • Create and Add Another: Saves the new organization and opens a new screen to add another organization.
     • Cancel: Discards the information and closes the screen.
   
2. Click on the ‘Create’ button and it displays the success message.