Settings
Organization-wide preferences that drive terminology, deadline reminders, and document expiration warnings across every module.
Fiscal year
July 1 - June 30
Used for budget periods and reporting
Document alert window
45 days
Before an attachment expires
Reporting alert window
30 days
Before a grant report is due
Notifications on
4
of 5 alert types
Organization defaults
Applied to budgets, reports, and dashboards
Alerts and reminders
Controls what the dashboard escalates
Grant and program categories
Used to classify opportunities and programs
Grant categories
Program categories
Workflow labels
Terminology used across the pipeline, tasks, and team modules
Application stages
Task categories
Team roles
Local data
This navigator stores everything in your browser
Programs
4
Opportunities
8
Applications
7
Documents
16
Awards
3
People
11
Resetting restores the Riverbend Youth & Family Alliance records exactly as they shipped, including programs, opportunities, applications, budgets, awards, and reports.