The Things entity — a catch-all for grants, programmes, funds, and other non-person records.

A “thing” is a catch-all entity for anything that doesn’t fit neatly into a contact or an organisation — for example: a grant, a programme, a property, a fund, or a project.

Creating a thing

Click Add thing from the dashboard or the Things tab.

Field Notes
Name Required
Description

Linking things to contacts

Once created, a thing can be linked to one or more contacts. See Linking records.

Editing and deleting things