During site implementation for Blackbaud Grantmaking (GIFTS Online) clients, users may opt to automatically generate our Requirements if the Requests/Payments meet certain criteria. During the course of your subscription, you may wish to affect changes to these settings, which currently cannot be done on the front end.
We would need to know the following details before making the settings changes on the back end to meet your needs:
Which type of Requirement/Report do you need automatically generated? Will the Requirement be generated upon Approval or upon creating a new Proposal? Which Request Types will these Requirements/Reports be automatically generated for? Which specific Requirement Type should be generated? Should the Requirement/Report only be generated once or on a recurring basis? How many days/weeks/months after the Project Start Date should the Requirement/Report be scheduled for?
Please contact us with the customer support number for GIFTS listed at https://www.blackbaud.com/contact-us/ which will always have the most up to date information and please provide the details outlined above.
The Customer Support Team can then forward this request to our Services Desk for completion as it requires their intervention to make these changes.