Workspace

Select Add a record, Add a request, then select one of the following request types:

• Cash grant

• CRA loan

• In-kind

• Matching gifts

• Volunteer gifts

• Scholarship

• Stock grant

• Co-founded

• Royal grant

Enter the information for your new request, then select Save and close.

Note: Once you add a new request, you can use the Upload files button to add a document to the specified grant.

Organization records include all information about an organization, including its background, tax status, mailing and web addresses, and telephone numbers. The Organization record is linked to the other records that apply to it, such as Request records for its proposals and Contact records for the people affiliated with the organization.

Select Add a record, Add an organization. Enter the following organization information.

• Organization

• Legal Status

• Background

• Wire Transfer

• Coding

• Custom

After you enter the organization information, select Save and Close to save the new organization.

Parent and Child Subsidiary

A subsidiary can be linked to a parent organization. Or if you are on an organization you can add the subsidiary on a parent for it. Both Organizations need to already exist in order to link them. If a parent organization has multiple subsidiaries, they would all show in the Related subsidiaries section. Users can also add subsidiaries from the Related subsidiaries area. Once you have linked any Parent Child subsidiaries together, you will have additional searching functions. When you are searching by Organizations and by Name, users are now given the option to include parents and subsidiaries.

You can search record types to view them and then save the search. Select Run a search to open the Full search option. For more information on how to use the Full search, see Searches.

When you search a record type, the results display in a new tab on the Workspace. For example, you can search Contacts with filters such as Last Name, Email, Student ID, and more. When the results display in a tab on the Workspace, choose whether to edit or save your search, export the results to a CSV file, print the results, add the search to your dashboard, or generate a report in the Workspace.

When you search a record, select the record's menu in the results, then select View record. From here, you can view and edit the record information. Select links under the record name to display their Relationship Card in the form of a fly-out panel on the right side of the screen. The panel enables you to View, Change, Add new, and Remove the relationship, and also add a role.

When viewing the record, select any related record type to view a list of all related records in that category. For more information, see Record types.

You can easily edit documents by downloading, editing, and replacing the file directly from the Workspace. Search for a document, then from the document's menu , select Download. Edit the document as you wish, then from the document's menu , select Replace file. Attach the new document and select Save. For more information, see Documents.

Warning: Edit search is intended for users with extensive database knowledge and may be confusing for casual users.

Select Edit search to edit or change your search parameters.

The default Search type is the Query builder, but you can also view your Saved searches.

Select Add Filters at the bottom of the window to add whatever filters you'd like to include in the search. To remove filters, select the filter's menu , Delete row.

Select Advanced at the bottom of the window to create your own search statements. Select the options from the toolbar to create your search statement. Insert expression lets you to add specific values called comparison operators, such as equals, does not equal, less than, more than, etc. When you create your expression, select Save. When your value is complete, select Search or Save as.

Note: Advanced searches are not compatible with the formulas that are pre-built into Standard reports, and will not be listed when generating Standard reports.

You can change the columns that display in your search results on the Workspace. After you run a search, select Edit columns. Select Add columns, then choose your desired columns to add. After you add all of your desired columns, you can edit their Headings, combine them into one column, separate them into different columns, remove them completely, change their order, and edit their sorting. You can also select Restore defaults to restore the default view. When you're finished, select Apply changes.

You can perform some quick actions on the Workspace by selecting More. The available actions under this options include:

• Export: Exports your current search results to an Excel file in your computer's Downloads folder.

• Print: Prints your current search results.

• Add to dashboard: Adds the current view to your dashboard as a custom Dashboard part.

• View summary: Summarizes Request results into graphs and charts.

• Generate report: Takes you to the Report designer so you can design and generate a report for the current search results.

You can change views by selecting your desired view in the drop-down on the right side of the Workspace. To manage the views available in this drop-down, select Manage saved views. Here, you can select existing views to edit or add to the drop-down, or you can add your own custom views.

First, select the Record type in the left panel. To add your own view under the selected Record type, select Add view. Select Add columns, then choose your desired columns to add to the view. After you add all of your desired columns, you can edit their Headings, combine them into one column, separate them into different columns, remove them completely, change their order, and edit their sorting. You can also select Restore defaults to restore the view's default columns.

When you're finished adding your view, select Save view. Enter a name and description for the new view. If you want, you can select Allow others to use this view. Select Save to save the view to the drop-down on the Auditing workspace.