GIFTS Online Mobile - Blackbaud...Please note GIFTS Online Mobile has a 10-minute timeout window. If the application is left open for 10 minutes If the application is left open for

GIFTS Online Mobile

© 2017 MicroEdge, LLC | T 877.704.3343 E [email protected] W www.microedge.com

GIFTS Online Mobile gives users a mobile version of their GIFTS Online system in order to easily access grant related information when it is not convenient to log into their main version of GIFTS Online. GIFTS Online Mobile is a light version of the main application, allowing user’s easy access to parts of the application that are most needed when they are unable to access their full application.

Support

If you have questions or need assistance in any way, please contact MicroEdge Technical Support.

Support Hours: M-F, 8:00 am – 8:00 pm ET Phone: 877.704.3343

Email: [email protected] Online: www.microedge.com For information on troubleshooting common issues, see the Technical Support section in the online help.

1. In the top menu bar of GIFTS Online® under your name, is the User Menu.

2. Select the triangle next to your name to view the User Menu options: Logout, Change Password,

Security, Views, Search, Preferences, Help

3. Select Help and the online web help opens in a new window.

How-to Documentation Have questions or need to quickly get up to speed? Check out these help files, guides, videos, walkthroughs, and other assistance for step-by-step instructions and detailed information: https://www.blackbaud.com/howto/giftsonline The MicroEdge Community Resources Site To keep up with all the latest news on MicroEdge products, access our knowledgebase, or join in relevant discussions on our forums, go to - https://community.blackbaud.com/products/microedge.

mailto:[email protected]

http://www.microedge.com/

mailto:[email protected]

http://www.microedge.com/

https://www.blackbaud.com/howto/giftsonline

https://community.blackbaud.com/products/microedge

Last Updated: January 2017 Page 2 of 16 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

GIFTS Online Mobile is available for use on Android phones and tablets running Android 4.3 and up and Apple iPhones and iPads running iOS 6 and later. On Android Devices Available through the Google Play store. On Apple iOS Devices Available through Apple’s App Store within iTunes.

Configuring GIFTS Online

Users of the GIFTS Online Mobile app will need to first set up the following items in the main GIFTS Online system in order to use the mobile app:

• Search Result Views to be used in the Mobile App (one view allowed per type) • The Quick Find options to be available in the Mobile App • The forms to be used when viewing records in the Mobile App • Setting up forms and fields in Blueprint for the Mobile App

The following sections outline the setup of each of these items. Search Result Views Users can designate one View per record type as being Mobile in the Manage Saved Views page.

If the user has GIFTS Online Mobile enabled, a phone icon will be added in the last column, to the left of the edit (pencil) icon.

https://community.blackbaud.com/products/microedge/resources

https://play.google.com/store/apps/details?id=com.microedge.giftsonlinemobile


If the user clicks the mobile icon for a View, this indicates that the view will be used in the mobile app for that record type. They will get a confirmation message saying, “[View Name] will become the mobile view for the [Record Type] record type. If the user is a Grant Manager, the confirmation message will contain a check box, which allows the user to make the selected View available to users for view on the mobile app. The message reads “Make this view the mobile view for users who do not already have a mobile view for the record type [Record type]?”. The user can click on an activated mobile icon to deselect it. When doing so, they will get a confirmation message to note that doing so will leave them with no defined view for that record type in the Mobile App: “This is the current view applied to Mobile search results for the [Record Type] record type. By changing this, [Record Type] records will display in the system default (non-mobile) View. Do you want to change this?” Only one view per record type is allowed. If the user clicks the Mobile icon for a View when one is already set, a confirmation message will appear asking the user if they would like to use the newly selected view. If the user is a Grant Manager, this dialog also has a check box asking whether to set the view for that record type for all users without a designated mobile view for that type. Quick Find Options Users can designate Quick Find options as being available in Mobile through an additional check box, which is located in the GIFTS Online Quick Find options in the User menu. An additional check box setting labeled ‘Use for Mobile’ will follow the ‘Include’ record type check box. Initially the ‘Use for Mobile’ check box will default to the setting of the ‘Include’ record type check box.



If users designate record types as being available in Mobile, then the Record Type filters will show those record types when the user is in the GIFTS Online Mobile App, and they expand their Quick Find on the home page.

The Quick Find search follows the Quick Find settings. If the user selects ‘Use for Mobile’ for their Requests, and they have ‘Request/ID/Reference No. set to ‘is’, then this should be followed when setting up the Quick Find in the Mobile App. The user does not need to have the ‘Include’ check box checked for the record type in GIFTS Online in order to use the record type in their Mobile Quick Find, meaning that they could use a record type in their Mobile app Quick Find that they are not using in GIFTS Online. Forms and Field Settings The mobile app uses the same logic as the main application when determining which form to display. In most cases, if a user opens a record in the Mobile App, the same form and fields will be displayed as if the user opened the record in GIFTS Online. The fields display in order vertically and any multi-column formatting is ignored. There are three exceptions to this:

1. Wire Transfer fields will not be displayed in GIFTS Online Mobile. 2. Clients with Blueprint will be able to customize the sections and fields on forms specifically for the

Mobile app. 3. Custom Calculated and URL fields are not supported. If they are included in a form, they will not render

in the Mobile app version.



Blueprint Form Sections When creating forms in Blueprint, users can designate sections to be used in GIFTS Online Mobile through a new ‘Use for’ field in the New or Edit Section dialog box. These are radio buttons with the options ‘Both’, ‘Full Site Only’, and ‘Mobile App Only’.

The ‘Use for’ setting will default to ‘Both’ when:

• Creating new sections (that are not Wire Transfer sections) on a new or existing form • Establishing default forms

The ‘Use for’ field and options are hidden for Wire Transfer sections as Wire Transfer sections are not supported in the initial version of GIFTS Online Mobile.

Blueprint Field Settings If a section is designated as being used for the Mobile App (‘Use for’ is set to ‘Both’ or ‘Mobile App Only’), then they will have an additional option in the field setting panel to allow users to include/exclude and/or customize the labels when the user highlights the individual fields in that section.

There will be a Mobile icon, which is activated indicating the field is included in mobile. The icon is

• Hidden when the section is ‘Full Site Only’, • Shown when the section is used for ‘Both’ and ‘Mobile App Only’

NOTE: GIFTS Online Mobile will not display duplicate fields on the same form. When a user clicks on the mobile icon, a dialog box will appear, allowing them to customize the field for the Mobile App.

The ‘Show in Mobile?’ checkbox is enabled when the section is designated as being used for ‘Both’ and disabled when the section is being used for ‘Mobile App Only’.



The ‘Override Mobile Label’ field is enabled when the ‘Show in Mobile?’ check box is checked, and disabled when it’s unchecked. When users enter and save a value here, the value will show in the field when the form is viewed in the Mobile App.

Special Notes

Application Timeout Please note GIFTS Online Mobile has a 10-minute timeout window. If the application is left open for 10 minutes without any activity on it, it will redirect you to the login page and end your session.

File Formats Supported Files with the following file extensions can be viewed on both iOS and Android:

.htm

.html

.txt

.xml

.gif

.jpeg

.jpg

.bmp

.docx

.xlsx

.ppt

.pptx

.tiff

.tif

.pdf

Additionally files with the following file extensions can be viewed on iOS but NOT on Android: .doc .xls .png



Read-Only Record Types The following types of records will be read only when viewed on the mobile application.

• Request • Review • Affiliation • Payment • Requirement • Document

While in these records users can only view the record details and can navigate back, home, or to a related record.

Editable Records The following types of records will be editable when viewed on the mobile application.

• Activity • Organization • Contact

While in these records users can edit the record details and can navigate back, home, or to a related record. Accessing GIFTS Online Mobile Once the user has downloaded the GIFTS Online Mobile app on their smartphone or tablet, they can open the Mobile App by tapping on the GIFTS Online Mobile icon.

This action will open the login page:



1. Enter your Client ID, User ID, and Password.

Field Description Client ID Field for the user to enter their Client ID during the initial login.

This is the part of your GIFTS Online site’s URL before the .gogiftsonline.com. Example: www.[ClientID].gogiftsonline.com www.ABCOrg.gogiftsonline.com Client ID = ABCOrg Note that this will only be needed on the first login as it will be remembered and the field will be hidden on subsequent logins.

User ID Field for the user to enter their user ID. This will not be remembered – users will need to enter this each time they log in.

Password Field for the user to enter their password. This will not be remembered – users will need to enter this each time they log in.

2. Tap Login to continue.

NOTE: If a user has forgotten their password, they can tap on the “Forgot Password” link to reset it. Simply enter the Client ID and User ID and tap “Send”. An email will be sent to you containing information for accessing their account. Using GIFTS Online Mobile

The Home Page The GIFTS Online Mobile application has a simple homepage. Once logged in, the user is directed to their homepage, which allows them to

• Access Searches (Quick Find and Saved Searches) • Access Dashboards • Add an Organization • Add a Contact


http://www.abcorg.gogiftsonline.com/


Search results are shown in Views, which are set up in the main GIFTS Online system. Users may select one View per record type to be used in the mobile app. Records are shown in either an editable format an Activity, Organization or Contact record), or in a read only format (not an Activity, Organization or Contact record). If a user has permissions to edit Activity, Organization, or Contact records in GIFTS Online, they will also have permissions to edit them in GIFTS Online Mobile. Quick Find NOTE: Record type options available in GIFTS Online Mobile are configured in the main GIFTS Online site under User Menu>Quick Find. The Quick Find feature defaults to the Requests record type. Tap the menu to change the record type. A list of record types is displayed at the bottom of the screen. Enter your keyword and tap the search button (magnifying glass icon).



Dashboard Parts Please note only Chart and Table dashboard parts can be viewed in GIFTS Online Mobile. One dashboard part will display on the app at a time. Users can either swipe left and right with their finger or use the navigation arrows at the bottom of the screen to move to the previous or next dashboard part. Users can also tap on the Menu icon in the upper right corner, which will expand a list of viewable parts by name. Users can click on a part to navigate directly there.

The items within the charts or tables can be selected to either open search results or individual records (depending on the item selected). The user will always open to the page part they were on last during their previous session.



CUSTOMIZING THE DASHBOARD To customize a dashboard, users can tap on the Settings (gear) icon in the home page. This allows users to select which dashboard parts they would like to show or hide on the dashboard.

SUMMARY/PART VIEW At the bottom of the Chart pages, an icon allows users to see a summary of the part rather than the graphical representation. The summary will include the data represented by the graph and the totals. Users will not be able to drill down on the Summary view.



Saved Searches All searches saved in the main GIFTS Online application will be available in the mobile application.

When the user taps on the ‘Saved Searches’ button on the homepage, they can select a record category (default will be Requests) at the top of the page and when that category is selected, all saved searches under that category will show sorted alphabetically by Search Name. Tapping on one of the searches will initiate that search.



New Contacts Tapping on New Contact in the homepage will take the user to the New Contact edit form. NOTE: To associate a contact with an organization, you will need to open the organization record and set the contact as the primary contact or affiliate.

Tapping the Menu button in the lower left corner will display a list of sections for the form. Be sure to Save the new contact once all the information is entered.



New Organizations Tapping on New Organization in the homepage will take the user to the New Organization edit form.

Tapping the Menu button in the lower left corner will display a list of sections for the form. Once saved, the user will also have the option to set the primary contact, add an activity, or add an affiliation.



Related Records Opening the Menu for an existing record will display the Related records panel below the sections list. This function, similar to the Related records panel in GIFTS Online, shows the different record types and the number of records related to the current record.

In addition, this panel allows users to set the Primary Contact, Add Activities, or Add Affiliations. Setting a Primary Contact To set Primary Contact for a Request or Organization, the user clicks on the Set button next to Primary Contact in the related record panel. When they do, they will be prompted to create a New Contact or to use an Existing Contact. If they choose to create a New Contact, they will be taken to a New Contact form to complete the record. If they choose to use an Existing Contact, they will be taken to a search form where they can search for an existing Contact record to select as the Primary Contact for the request. Users click on a record to select that Contact as the Primary Contact. Adding an Activity To add an Activity to a Request or Organization, the user clicks on the Add button next to Activities in the related record panel. When they do, they will be prompted to create a New Contact or to use an Existing Contact. Users can complete the Activity record details and then click on Save or Cancel. Save validates for completeness – if required fields are not complete, the record does not save and an error message will display stating that there are required fields that must be completed. When the record successfully saves, a message will display stating that the activity was saved. Adding an Affiliation



To add an Affiliation, the user clicks on the Add button next to Affiliations in the related record panel. When they do, they will be prompted to create a New Contact or to use an Existing Contact. If they choose to create a New Contact they will first be taken to a new Contact form and then to the Affiliations form to complete the record. If they choose to use an Existing Contact, they will be taken to a search form where they can search for an existing Contact record. Once the contact is selected, the New Affiliation form shows, allowing the user to complete the addition of the Affiliation for the Request or Organization. Users can complete the Affiliation record details and then click on Save or Cancel. When the record successfully saves, a message will show telling the user that the affiliation has saved. Viewing a Map If a Contact or Organization record is opened in GIFTS Online Mobile, the user can display a map showing the location of the address that is saved in the record. Simply tap on the Menu icon and then tap “Primary Address”, located within the Map section, to display the location on the map.

Logging Out Once logged in, a user can log out by tapping on the gear icon in the upper right corner of the home page and then tapping Logout.


Documents

GIFTS Online Mobile - Blackbaud...Please note GIFTS Online Mobile has a 10-minute timeout window. If the application is left open for 10 minutes If the application is left open for