Core Platform Terms:
- Integrated Folder: A special folder type linked to Blackbaud records (e.g., Constituents, Gifts), requiring document association with existing records during upload.
- Regular Folder: User-created folder for non-integrated documents like HR files or operations records, supporting custom permissions and metadata.
- App Integration: Configuration in Admin area that creates integrated folders for specific Blackbaud databases (RE NXT, FE NXT, CRM), enabling record linking.
- Fields (Metadata): Customizable data points attached to documents or folders, divided into Folder Fields (user-defined), System Fields (auto-generated like Created Date), and Record Fields (read-only from Blackbaud).
- Grid View: Spreadsheet-like display of documents with configurable columns, filters, sorting, and export options for list sharing.
Workflow and Airy Gifts Terms:
- Side by Side Entry: Workflow for manual data entry where users reference documents in Airy Gifts alongside Blackbaud batch entry, marking items "Entered" after saving.
- Deposit Review: Initial workflow step to verify document details like organization, gift batch, amount, and confidentiality before data entry.
- Data Entry: Step where users key gift details into Blackbaud batches while viewing AiryGifts documents side-by-side, using keyboard shortcuts for efficiency.
- Receipt & Thank: Final workflow for confirming entered gifts (via Blackbaud queries), generating mail-merge receipts/thank-yous, and marking acknowledgments.
- Gift Process Automation: Advanced workflow using OCR and data capture to automate gift creation, contrasting with manual Side by Side Entry.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article