Lauren Neulinger
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Recent activity by Lauren Neulinger-
🚀 Release Notes 5.3.13 – New GivingData Word Add-in, E-Sign Integrations Audit Log Document, and various tech modernization changes!
Our next release, version 5.3.13, will go out according to the schedule below: US clients: Tuesday, November 3rd, beginning at 9:00pm ET Australian clients: Wednesday, November 4th, beginning at 11...
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🚀 Release Notes 5.3.12 – New Super Search Chart View Code Grouping, more Batch Actions, and User Display Settings for Orgs & Requests!
Our next release, version 5.3.12, will go out according to the schedule below: US clients: Tuesday, October 6th, beginning at 10:00pm ET Australian clients: Wednesday, October 7th, beginning at 11:...
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Batch Upload a Document or Super Doc
A document or super doc can be uploaded in batch to multiple records from an organization, request, payment, or requirements super search. For example, a board approval PDF could be uploaded to all...
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🚀 Release Notes 5.3.11 – Batch Delete, Super Search inline edits for amount fields, and Multi-Language Application Translation!
Our next release, version 5.3.11, will go out according to the schedule below:US: Wednesday, September 9, 2026 and Thursday, September 10, 2026 (10pm-2am ET)EU: Thursday, September 10, 2026 (5pm-7p...
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Batch Delete Documents
Documents can be deleted in batch from a document or super doc super search. The documents are retained for 30 days before being permanently removed, but can be manually restored or permanently rem...
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MCP Connector: Integration Checklist
The MCP Connector integration is available with the Enterprise subscription.The GivingData MCP (Model Context Protocol) Connector allows you to connect your GivingData site to your AI platform (LLM...
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HubSpot: Integration Checklist
The HubSpot integration is available as an add-on to all subscriptions.The HubSpot integration allows you to link organization and contact records in GivingData with company and contact records in ...
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MCP Connector - Claude Setup and User Guide
The MCP Connector integration is available with the Enterprise subscription.This articles covers how to set up the MCP Connector integration with Claude and corresponds with Phase 2: Client Instruc...
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MCP Connector - ChatGPT Setup and User Guide
The MCP Connector integration is available with the Enterprise subscription.This articles covers how to set up the MCP Connector integration with ChatGPT and corresponds with Phase 2: Client Instru...
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Configure Organization and Request Overview Pages
The Overview page on organization and request records can be configured to suit your foundation's needs. Once an administrator makes these layout configurations in your site, they are in effect for...