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Adding a "Request Type" in SkyView

Mary Kate Wilson

How do we add a Request Type in SkyView? I found the Fields Library but I can't edit “Types”. We need to add an in-kind option.

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Comments

Tania Yannarilli

I believe that would done through the classified section. Select control panel/classifications. Although, on my screen I don't see "Request Type/Status."

Jason Kelliher

Under Classifications you will want to look for the table named "Giving Program, type, Status". You will add a new Type as a sub-code under Contributions.

Justin Finighan

Classification Table: “Giving Program, Type and Status”

Justin Finighan

Note that setting up a new Request Type in Giving Program, Type, Status will require you to setup statues for each Disposition - look at an existing Request Type structure in that table for guidance.

Mary Kate Wilson

Thank you! This worked.