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 a 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.