Read on to learn about the latest additions in the Blackbaud Grantmaking Workspace. Users now have the ability to view Documents that are not accessible by Microsoft Office in a new tab. A new button has been added to the Document record called 'Open file' that allows viewing of PDFs and images. Users can also download the file using the hyperlink on the ...
Read on to learn about the latest additions in Blackbaud Grantmaking. When users search for a Document, and select the ellipsis on the specified row for the context menu, they can choose 'Open in Office for the web' as an option, which will open the record in a new browser window. Users can also search by any record type and on the Document related record ...
Read on to learn about the latest additions in the Blackbaud Grantmaking Workspace. Users now have the ability to batch delete Request records and Contact records from Workspace. Additionally, a column was added in the Contacts view called Last Request Create Date that will allow users to see the most recent request create date from Request related ...
Read on to learn about the latest additions in the Blackbaud Grantmaking Workspace. Users can now search on Declination Reason using the Full search option to help pull reports about disposition and access more information about declined reports and the reason for why it was declined. If you're part of limited availability for the new Grantee ...
Please join us on August 24th at 11 a.m. ET for a live, online event with Meico Marquette Whitlock, The Mindful Techie!
Join our product team for an update on product enhancements and future plans. We’ll recap what we’ve been working on over the last several months, share recent product enhancements, and discuss our future vision for the product.
Whether you’re implementing a new grantmaking system or adding a new module to your existing solution, project management is at the core of a successful implementation. The Project Management Institute (PMI) defines project management as the use of specific knowledge, skills, tools and techniques to deliver something of value to people such as the ...
Taking Careful Steps Toward the Future Customer Success Manager for Grantmaking, Ryan Turner, wrote a piece for our ENGAGE blog on his experience with and the opportunities (and concerns) he sees with generative AI, like ChatGPT. Here is a preview. Check out the full post here: ...
Read on to learn about editing multiple Payments for a Request.