Business Admins
Page Settings & Permissions
Page Settings & Content Manager Page settings allows you to select from a number of content options to display or hide on your branded page. For example, after using GivingTrax for a period of time, you will have accrued impact stories and thank-you posts from recipient organizations. Initially, you may want this content …
Copying Profiles & Cloning
Duplicate Profile Duplicate Profile will duplicate the basic information including address fields. To duplicate all other content to the new profile, use Copy Data. Copy Data Copy Data exists for most fields and allows the ability to copy updates to all applicable programs / profiles that are to receive the update. To Copy Data, access …
Exporting Data &Transactions
Exporting Transactions Transactions may be exported from Reports and other areas in the system. The primary transaction export for all items is the Download button in the Request Table view. Navigate: Manage Requests -> View -> Click Download button You will be prompted to select the desired fields to include in the export. In the …
Maintenance Tasks
Archiving It is recommended to archive transactions that are completed. Depending on volumes, you may choose to Archive monthly or yearly. To Archive, access the request table. Archive is available on the Completed and Past TabsSelect the items to archive, then click the Archive button. After the first Archive processed, an Archive tab will display …
Business Admin User – Administration
Overview There are two levels of biz admin access. When creating a biz admin user, you may select the type of System Admin or System User. Generally, the System Admin is restricted to the global admin(s) for the company. Adding Biz Admin’s If you have permission to add a biz admin, select “Users” in the …
Auto Scoring Forms
To add applicant questionsthat are to be auto-scored, select Auto-Scoring under Forms in the Vertical setup menu. Step 1: To start, click +Add Question Step 2: Create Auto-scored Questions You will be prompted with a similar forms builder to build the applicable questions. The difference in this case is with regard to the use of weighting. …
All Form Fields
Add Questions to the Form To add questions to a Form, select the “All Forms Fields” under Forms in the Vertical menu. Click on +Add Field button to create a question in the desired form. To edit, click the pencil icon. To clone, click the double paper icon. To delete, click the “x”. At the …
My Forms
My Forms allows you to add questions and to select which forms in which to insert the questions. Step 1: Create a Form Navigate: Edit Program / Profile -> Forms -> My Forms Click the Button to Add a Form. Step 2: You will be promoted to enter a form name and select the workflows …