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Contents
Welcome to GIFTS Online Mobile ................................................................................ 3
Accessing GIFTS Online Mobile ................................................................................................... 3
On Android Devices ................................................................................................................. 3
On Apple iOS Devices .............................................................................................................. 3
MicroEdge Support Program ....................................................................................................... 3
Configuring GIFTS Online ............................................................................................. 4
Search Result Views ................................................................................................................. 4
Quick Find Options .................................................................................................................. 5
Forms and Field Settings ......................................................................................................... 6
Special Notes .............................................................................................................. 8
Accessing GIFTS Online Mobile .................................................................................. 10
Using GIFTS Online Mobile ........................................................................................ 12
The Home Page.......................................................................................................................... 12
Quick Find .............................................................................................................................. 13
Dashboard Parts .................................................................................................................... 14
Saved Searches ...................................................................................................................... 17
New Contacts......................................................................................................................... 18
New Organizations ................................................................................................................ 19
Related Records ......................................................................................................................... 20
Setting a Primary Contact ...................................................................................................... 20
Adding an Activity .................................................................................................................. 21
Adding an Affiliation .............................................................................................................. 21
Viewing a Map ........................................................................................................................... 22
Logging Out................................................................................................................................ 23
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Welcome to GIFTS Online Mobile
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 users easy access
to parts of the application that are most needed when they are unable to access their full
application.
Accessing GIFTS Online Mobile
GIFTS Online Mobile is available for use on Android phones and tablets running Android 2.2 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 Apple͛s App Store within iTunes.
MicroEdge Support Program
As a GIFTS Online user, you receive:
Unlimited telephone consultation
Assistance in error isolation and correction
Prompt solutions to any problems relation to Advanced Reporting
Our toll-free Technical Support hotline is available Monday through Friday, 8:00 A.M. to 8:00
P.M. Eastern Standard Time.
MicroEdge͛s Technical Support Team can be reached at:
Phone
(877) 704-3343
Fax
(212) 757-1784
Email
helpdesk@microedge.com
For details about our support policies, please refer to the Support & Service Guidelines
document. If you have any questions regarding the Maintenance and Support Program, please
contact our Client Administration Representative who will be happy to assist you. They can be
reached at 1-800-899-0890, option number 6, followed by option number 2.
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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.
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 that ͞[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
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[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 Mobile͛ will follow the ͚Include͛ record type
check box.
Initially the ͚Use for Mobile͛ check box will default to the setting of the ͚Include͛ record type
check box.
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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 Mobile͛ for
their Requests, and they have ͚Request/ID/Reference No. set to ͚is͛, then this should be followed
when setting up the Quick Find in the Mobile App.
The user does not need to have the ͚Include͛ 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.
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Blueprint Form Sections
When creating forms in Blueprint, users can designate sections to be used in GIFTS Online
Mobile through a new ͚Use for͛ field in the New or Edit Section dialog box. These are radio
buttons with the options ͚Both͛, ͚Full Site Only͛, and ͚Mobile App Only͛.
The ͚Use for͛ setting will default to ͚Both͛ when:
Creating new sections (that are not Wire Transfer sections) on a new or existing form
Establishing default forms
The ͚Use for͛ 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 for͛ is set to ͚Both͛ or ͚Mobile
App Only͛), 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 Only͛,
Shown when the section is used for ͚Both͛ and ͚Mobile App Only͛
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.
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The ͚Show in Mobile?͛ checkbox is enabled when the section is designated as being used for
͚Both͛ and disabled when the section is being used for ͚Mobile App Only͛.
The ͚Override Mobile Label͛ field is enabled when the ͚Show in Mobile?͛ check box is checked,
and disabled when it͛s 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
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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.
Documents you may be interested
Documents you may be interested
