Welcome to GivingTrax

Navigation

• Top Menu
• Main Menu
• Setup Menu

Dashboard Overview

• Home Dashboard
• Pages
• Reports
• Business Profile(s)
• Users
• Admin Settings

Getting Started

• Selecting Eligibility Criteria
• Workflow
• Creating & Modifying Program Criteria

Transaction Queue

•  Request Queue
•  Tabs / Filters
• Buttons
• Accessing Requests
• Manage Requests 

Transaction Content

• Biz Admin Use

  • Recipient Communication
  • Social Sharing
  • Multi-Year
  • Internal Use
  • Value

• Autoscoring
• Recipient Communication
• Change Log / Internal Notes
• Attachments
• Recipient Validation
• Edit request
• Transaction Details

Transaction Processing

• Viewing Multi-year Details
• Entering Multi-year Data
• Multi-year Grants & Sponsorship Commitments
• Incomplete Applications
• Post-Approval Processing
• Overview
• Defer
• Decline
• Approve Request Workflow
• Recommend
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Reports

• Budget Analysis
• Drill Down
• Reports Filtering
• Reports
• Exporting Data &Transactions

Branded Pages

• Color Scheme Settings
• Dynamic Content & Data Blocks
• Static Content
• Page Content

Permissions

• Page Settings & Permissions
• General Program Permissions
• Defining Who May Ask
• Selecting Eligibility Criteria
• Restricting Eligible Organizations

Messages

• General Messages
• Employee Messages
• Messages & Recipient Notifications

Settings & Branding

• Copying Profiles & Cloning

Copy Data & Clone

• Copying Profiles & Cloning

General Items

• Exporting Data &Transactions
• Maintenance Tasks

Admin User Administration

• Business Admin User – Administration

System Maintenance

• Maintenance Tasks

System Access

• Forgot Password
• Credentials
• Login Access

Support Center

• Articles coming soon