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Contact Relationship Management
Getting Started
Document Storage
GivingData Integrations
Overview
DocuSign and Adobe Sign
Microsoft Outlook Add-In
Bridger Insight API Integration
BILL Integration
GivingData Building Blocks
Organizations
Requests
Payments
Requirements
Grantmaking & Administration
Site Settings
Workflows
Grant Amendments
Super Docs
Document Templates
Document Linking
Dockets
Portfolios
Contact Relationship Management
Contacts
Interactions
Email
GivingData Portals
Grantee Portal Overview & Setup
Grantee Portal Intake Forms & Campaigns
Grantee Portal Intake Form & User Management
Grantee Portal User Experience
External Reviewer Portal
Board Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Reports
Support & Troubleshooting
Release Notes
2025
2024
2023
2022
2021
Back to home
GivingData Knowledge Base
Contact Relationship Management
Getting Started
Document Storage
GivingData Integrations
Overview
DocuSign and Adobe Sign
Microsoft Outlook Add-In
Bridger Insight API Integration
BILL Integration
GivingData Building Blocks
Organizations
Requests
Payments
Requirements
Grantmaking & Administration
Site Settings
Workflows
Grant Amendments
Super Docs
Document Templates
Document Linking
Dockets
Portfolios
Contact Relationship Management
Contacts
Interactions
Email
GivingData Portals
Grantee Portal Overview & Setup
Grantee Portal Intake Forms & Campaigns
Grantee Portal Intake Form & User Management
Grantee Portal User Experience
External Reviewer Portal
Board Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Reports
Support & Troubleshooting
Release Notes
2025
2024
2023
2022
2021
Contact Relationship Management
Learn how to manage contacts, use GivingData's email functionality and create and manage interactions
GivingData's Email Types and Senders
Contacts
Contacts Overview
Contacts
Manage Contacts
Interactions
Interactions
Email
Outlook Add-In User Guide
Google Gmail Add-on Installation
Send an Email from GivingData
Adding Attachments to Emails
Create Email Templates
Sending Batch Emails
See more
