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Documentation | Request Demo

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Accessing Requests

When a new donation, sponsorship or grant request arrives on your dashboard, a notification will be sent to you by email if you have opted to receive notices.

STEP 1:  To view the request, click on the link in the email or open GivingTrax directly.  

STEP 2:  Clicking the link opens a browser window displaying the GivingTrax log-in screen.

STEP 3:   Click on the View New Requests button:  

Tip:   You will see the new donation or sponsorship request in a table view.  This acts very similarly to an excel spreadsheet.  You will notice a series of tabs along the top of the table.  The tabs filter the items in the table.  

Step 4:  Click the “Magnifying Glass icon to open & view a request:   

TIP:  You can enlarge the table by placing your curser over the lower border, depress the left mouse button, and drag the border down to expand.

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