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Turn2us Charities/Providers User Guide - Viewing enquiries

Viewing enquiries

When an individual or intermediary makes an enquiry to your charity, you will receive an automatic notification. (See screengrab below)

Example email when an enquiry is submitted to a charity from the Turn2us Grants Search

To view the new enquiry, you can either:

  • Click on the link in the email that says "View the new enquiry in MyTurn2us' (you will have to log into your account before you can view it) (See first screengrab below)

  • Log directly into your charity's account and view the enquiry in My Turn2us/Enquiries. (See second screengrab below)

Screengrab of charity notification highligting clickable link Screenshot of Enquiries option on the My Turn2us charities menu

Selecting an enquiry

Once you are logged into your account and have clicked on the Enquiries tab in My Turn2us, you will see a list of enquiries. (See screenshot below)

Sample page of Provider Enquiries list

On the line of the enquiry you want to view, click 'View enquiry' (circled on the screenshot above)

This will bring up the Turn2us form enquiry form for this enquiry.

Part of the Turn2us Grants Search enquiry form Part of the Turn2us Grants Search enquiry form Part of the Turn2us Grants Search enquiry form

If you are the provider user for more than one charity

If you are the provider user for more than one charity, before you do the steps above to select the enquiry you want to look at, you need to choose the particular charity that the enquiry belongs to.

You will have one login for all the charities you are responsible for.

Log into your account.

After you have logged in and before you click 'Enquiries' on the My Turn2us menu, find the charity on the dropdown menu (see screengrab below).

Then follow the steps for selecting an enquiry.

Screengrab showing where to choose your charitable fund from

Exporting a list of your online enquiries

You can also export a list of the enquiries you have received online through Turn2us for the last 12 months.

When you are logged into your account, go to the Enquiries section of My Turn2us.

Click the link that says 'Export report to excel'. This will create a spreadsheet that you can open or save. (See screengrabs below.)

Screengrab of Export report to excel link

Screengrab of Excel spreadsheet of enquiries

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