How Can We Help?
Search for answers or browse our knowledge base.
-
General
-
- Articles coming soon
-
CSR Programs
-
Employee Programs
-
- Articles coming soon
-
In-Kind Donations
-
- Articles coming soon
-
- Articles coming soon
< All Topics
Print
Recommend
Posted
Updated
ByGivingTrax
If the option to Recommend has been activated, you will see a “Recommend” button among the right-hand action buttons on the Request Details tab.
To recommend the request be approved, first add internal notes to summarize your recommendation. You may add internal notes in two ways:
- Scroll to the bottom of the request, click Add Internal Note and add the recommendation comments in the field. Click Save
- Click on the Change Log, Click “Add Internal Notes, add the comments and click Save.
Below is an example of the first method, adding notes at the bottom of the Request Details tab:
After entering comments, scroll back to the top of the view and click the button “Recommend”