Adding New Requests

Learn how to add new requests to organization records in GivingData.

Navigate to the “Requests” tab on an organization record, and click the green “Add New Request” button.

A modal will appear. 

Enter the request title.

Select the transaction type. 

Select the status.

Select the primary staff.

Meeting Date is not a required field.

The new request will now appear on the organization detail page.

Click the Request title's link (as seen above) to view the request's details.