Adding New Request Type

Bobbi Jo Eisenreich
Bobbi Jo Eisenreich
Ninth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Grantmaking™ General Discussions

I am trying to add two new request types. I have added them in Classifications within Giving, Program, Type, Status under Contributions, yet I cannot add statuses to them. I would also like them to appear in order and cannot seem to find out how to do that. I have added two new forms in the Forms Library for them. I do this rarely and am struggling. Thanks to anyone who can assist.

Comments

  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant

    @Bobbi Jo Eisenreich
    Did you contact support to see if they can help you?

    In harmony,

    Elizabeth

    Blackbaud Community Team

  • Jason Kelliher
    Jason Kelliher Blackbaud Employee
    Ninth Anniversary Kudos 2 Name Dropper Participant

    @Bobbi Jo Eisenreich To add statuses you would also do this in the Giving Program table. Highlight the Request type and Add New Sub Classification. You can then specify which disposition a status is for. If you want statuses to appear in a linear manner, I typically advise numbering them in the description like 1. Initial Review, 2. Committee Review, etc. You can then sort the table by description and they will arrange themselves based on the numbering.

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