This video introduces the Main Tab in Bonterra’s CyberGrants platform—the central workspace where users can search, view, and manage both organization and request records. The Main Tab is divided into two sections: Search and Results. In the Search section, users can apply filters such as organization ID, request status, or proposal type to narrow down results. The Results section displays matching records, and users can customize which columns appear by selecting from a list of standard fields.
To save time, users can create Favorite Searches by saving a combination of filters and columns for easy access later. Batch Actions allow users to take action on multiple records at once—such as approving, rejecting, or reviewing requests. Quick View offers a convenient preview of request details without leaving the screen, while icons and status labels provide at-a-glance insight into each record’s progress. Users can also search for or create new organization records directly from the Main Tab. After watching the video, viewers are encouraged to explore these tools in their own Main Tab experience and reach out for support with any questions or configuration needs.
