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Getting Started: Basic Information

Greater Giving Online is an online application that runs in any standard internet browser.  The software provides the tools necessary for data entry and event management for fundraising auctions.

See Logging In and Manage Users on how to set up yourself and others to use the software. 

Before diving straight into the software, we recommend watching either our Recorded Videos or Registering for a Webinar. Likewise, it can be helpful to become familiar with the terminology below.

Data Storage:

All information that is stored in or accessed in the software is called data. With Greater Giving Online, your database is stored online and can be accessed from within your account.

Each individual supporter or item is referred to as a record.

Each record is composed of one or more fields, which contain specific pieces of data. For example, an Item record would include Item Name, Date Received, and Value, to name a few fields.

Navigation:

There are several methods of navigation built into the software. The most commonly used methods of navigation are found on the Project Home.  The first of these common methods is the Menus found in the top left corner of the Project Home. These are the Project and View menus.

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The other most common way of navigation is by using the links found on your Project Home underneath each header. These are more direct, and you often have more options for specific tasks such as Checking for Duplicates or Manage Charge Batches, that you wouldn’t normally have in the View Menu.

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Teams, Groups, and Committees:

Teams, Groups, and Committees are all various ways of organizing your Supporters.

  • Staff members can be assigned to Committees. You can then track each Committee’s progress using our reporting feature.
  • Bidders can be assigned to a Group, so you can easily seat them with other group members.
  • If using our Join Me product, Fundraisers can be part of a Join Me Team (if applicable).

User Interface of Grids:

When you view certain data within Greater Giving Online, such as Supporters, Payments, Items, and Sales, you view it in a grid. You can customize how each grid displays information. See our Advanced Search article and Customizing Grids article.

Printing Data:

When you want to print data from a grid, you use reports. Reports are a useful tool in your event management in that you can track nearly every aspect of your event. You will find yourself consistently printing reports as the event goes on, and especially in the Post-Event Reconciliation process.

See our Reports section for more information on Common Reports.

 

Tips and Restrictions:

Avoid using the Back button:

Many browsers have a “Back” button, to easily go back to the last page on your browser. Avoid using this button in Greater Giving Online to prevent logout’s and unintended consequences. Instead, use the Cancel button when editing a form, or use the nested links to go back to certain pages. For example, click Viewing 23 Supporters to go back to viewing those supporters as opposed to clicking the back button.

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Internet Explorer 10:

Internet Explorer has exhibited errors while editing pages in Online Payments. You can avoid these errors by placing Internet Explorer 10 in Compatibility Mode by using the icon next to the address bar. Alternatively, other browsers will work.

Internet Explorer 7:

Greater Giving Online no longer supports Internet Explorer 7. Although Internet Explorer 7 may work without error, it is not compatible with Go Time and many other new features.

Maintaining Data:

Maintaining data involves your Supporters. Greater Giving Online keeps track of all of your Supporter records on an organization basis, not an event basis. So if a Supporter is not coming to a new event you are holding, it’s recommended that you do not delete them. If they are deleted, they will be removed from previous projects and your data will be affected. If you are absolutely certain a Supporter will no longer be attending your events, you can choose to Archive Supporters instead of deleting.

Raffle Tickets:

Greater Giving Online provides the ability to sell raffle tickets using our Greater Giving Online Payments Product. It is your responsibility to determine if your local regulations allow raffle sales to be offered online. If you have questions regarding these regulations, we recommend you consult the Internal Revenue Service.

Salutations:

When adding a Supporter record, the system automatically determines several salutations (greetings) for use in letters, emails, etc.

  • Informal Salutation – Supporter’s first name.
  • Formal Salutation – Supporter’s title, first name, last name, and suffix.
  • Short Formal Salutation – Supporter’s title and last name.
  • Semiformal Salutation – Supporter’s first and last name.
  • Full Name – Supporter’s title, first name, middle name, last name and suffix.

If you would like to change one of the salutations, you must first click the link button button.jpg to break the link broken_button.jpg and manually edit the field. Please note that any salutation field with a broken link will NOT be automatically updated with any changes to the title, first, middle, last or suffix fields.


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