Adding a "Request Type" in SkyView

Mary Kate Wilson
Mary Kate Wilson
Third Anniversary Facilitator 1
in Blackbaud Grantmaking™ General Discussions

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.

Comments

  • Tania Yannarilli
    Tania Yannarilli
    Ninth Anniversary Kudos 2 Name Dropper Participant
    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
    Jason Kelliher Blackbaud Employee
    Ninth Anniversary Kudos 2 Name Dropper Participant
    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
    Justin Finighan
    Ninth Anniversary Kudos 2 Name Dropper Participant

    Classification Table: “Giving Program, Type and Status”

  • Justin Finighan
    Justin Finighan
    Ninth Anniversary Kudos 2 Name Dropper Participant

    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
    Mary Kate Wilson
    Third Anniversary Facilitator 1

    Thank you! This worked.

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