Classic to Foundation Cloud Webinar Series

Welcome to our three-part educational webinar series focused on how to use Foundation Cloud for all core workflows and processes without having to toggle back to Grant Edge Classic. As we approach the Grant Edge Classic sunset date in March 2024, this customer-centric training series will further support your team's adoption and use of Foundation Cloud. 

Session 1 on October 26th covered:

• Product roadmap review
• Walk through of Foundation Cloud navigation and menus
• How to manage logins and set up MFA
• Connecting to your CRM & Finance System
• How to create a record

Session 2 on November 2nd covered:

• Review of verbiage changes in Classic vs Foundation cloud 
• Walk through of grant, fund, and constituent records

Session 3 on November 9th covered:

• Review of grant record and batch workflows
• Building web applications
• Online Grant Requests