Building Blocks
GivingData's one-stop shop for Release Notes, Discussion threads, and the Ideas Forum, where foundations can share their ideas with Product.
What is GDCentral?
This feature lets you quickly look up key objects like Organizations, Requests, Payments, Contacts and more.
What is the Quick Search Bar?
These fields in the grantee portal can populate within GivingData after import.
What are mapped fields?
These "documents" can be used within the site to update information on records, and be updated themselves based on changes made to grant records.
What are Super Docs?
These intake forms function similarly to reports, but with a different name.
What are submissions?
All Payments are in this Status prior to a Request Approval
What is Projected?
Doing this to a Payments and Approvals Dashboard will make it appear on your homepage and as the landing dashboard when you click into GivingData.
What is setting it as your Default Dashboard?
After submission, users can go here to import grantee intake forms in batch.
Where is the Portal Form Intake Dashboard?
A foundation staff member can go here to see all the intake forms that have been submitted to the site.
What is the Grantee Portal Intake Form Dashboard?
This requirement type is tied to a payment disbursement in GivingData.
This is the request disposition prior to Approved within the grantmaking life cycle.
This tool allows grant makers to change the due dates of tasks in batch.
What is Task Super Search? (will accept batch editing or Super Search)
What is the Unsolicited Process?
Doing this to a document ensures that other staff know it is important, and makes it available on the organization and request record.
What is starring a document?
This payment status normally means there is a requirement that must be met before a Payment can be paid.
What is Contingent?
These specialized fields allow clients to capture data within the site that does not easily fit into one of our system fields. These fields must be set up by an IM or CSM
What are custom fields?
This tool defines the budget categories within the Budget Manager in GivingData?
What is the Budget Code Type?
This portal type allows Board Members to review requests outside fo the main GivingData site.
What is the Board Portal?
Intake forms must be moved back to this status if foundation staff wants grantees to edit the materials they've submitted after review.
What is "In Progress"?
Documents can be automatically generated on a workflow task in these two scenarios (must say both correctly).
What is when a task is created and when a task is completed?
All five of these entity types can be seen within the Grantee 360 page in GivingData.
What are requests, payments, requirements, interactions and key moments.
You go here in the site to set the categories for Saved SuperSearches.
What are Admin Settings --> Search? (willing to accept admin settings)
After a contact is added to this field the contact in question is automatically assigned to all intake forms added to the request record.
What is the default grantee portal user?
Documents such as these live on the organization document tab versus the request because they are more relevant to the organization as a whole.
What are Audited Financials, Board Lists and Organization Budgets?
By changing this field to "yes" you can schedule yourself a reminder to review a request or create a "copy" of the request immediately.
What is Renewable?