February '21 Update: Blackbaud Grantmaking SKY View 7455

February '21 Update: Blackbaud Grantmaking SKY View

Published

We are two-thirds of the way through the first 100 days of the Blackbaud Grantmaking SKY View release, and we are thrilled to...

share updates on the continuous-feature rollout with you.

Over half of our Blackbaud Grantmaking customers have started to use the new view and are now able to provide valuable feedback, adding to the lessons learned during the early-adopter program and Blackbaud’s own quality-control testing. All of your feedback helps to inform our work as we continue to enhance Blackbaud Grantmaking SKY View, by bringing functionality over from the Classic View and releasing new features.

We look forward to sharing with you what’s next during our upcoming Product Update Briefings in April (registration link soon to be released). Until then, here is a look at what we have accomplished so far...


Current Release Information

We publish all our release information in the Getting Started with Blackbaud Grantmaking SKY View Guide, which is always available on our customer success page at: hello.blackbaud.com/CustomerSuccess-Blackbaud-Grantmaking.

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And in an effort to increase awareness about recent product enhancements, we’ll also be regularly posting release information here on Blackbaud Community.

Training
Blackbaud University now has classes available in the new view! Check out the data sheet below and learn all about it by checking out the community blog post Get Ready for SKY View with Blackbaud University.
And t
o learn more, see our Blackbaud University Curriculum for Blackbaud Grantmaking.


Feedback
Your feedback is very important to us, and we want to hear from you! In addition to our pre-recorded content and open office sessions, we are also holding a series of small-group listening sessions. Registration details for these virtual listening sessions will be sent via email to customers who are currently using the SKY View. If you wish to participate in a session and have yet to receive an email, please contact Alexis.Fish@blackbaud.com. In addition, we will soon be launching a New Ideas site, which will be the primary spot for feature suggestions.

Help Desk
As a reminder, if you encounter an unexpected experience in the system, the best thing to do is let us know by submitting a Support Case. And with Blackbaud Grantmaking SKY View, you can quickly and easily do this via your solution! Here’s how:

  1. Go to www.blackbaud.com in the browser of your choice to login with your Blackbaud single-sign-on credentials (BBID);
  2. Once you’re logged in, click on the hamburger menu located at the top left of the screen to see the dropdown list of your Blackbaud solutions, and click on 'Grantmaking'
  3. Once you’re in Blackbaud Grantmaking, click on the green and white question mark icon at the top right of your screen;
  4. At the bottom of this fly-out, you’ll see a link to 'Case Central,' where you can start a live chat with Blackbaud Support or create and submit a new case.

This process allows you to stay up to date on any issues you’ve submitted. Simply navigate back to 'Case Central' in Blackbaud Grantmaking SKY View, or visit support.blackbaud.com/support/cases.

NOTE:

  • EMEA customers: Please contact Buzzacott for help & support.
  • APAC customers: Please contact Finrea for help & support.


Customer Success
Your Customer Success team is your trusted partner in getting the most out of your Blackbaud solutions. Our mission is to provide you with the resources--and connect you with information you need--to empower your success. Whether you are just getting started or want to take advantage of the latest features, your Blackbaud Customer Success team is here to help you reach your goals. If you would like to begin building a path toward success, reach out to your Customer Success Manager or customersuccess@blackbaud.com.

How Far We Have Come
November marked the release of all of the major features of Blackbaud Grantmaking SKY View, while keeping the administrative features and some cosmetic features in the Classic View. This release enabled us to begin provisioning current customers right away to Blackbaud Grantmaking SKY View, while continuing to deliver more features.

The following is a list of... all that we have accomplished so far on the left, and... our remaining to-do items on the right; and our posts right here in the coming months will focus on the items on the right that are left for completion, including any additional updates and few feature additions.

Features Complete Features in Progress
  • Dashboards
  • Managing View and Searches
    • Quick search
    • Full search
    • Quick find user preferences
  • Record types
    • Requests
    • Organizations
    • Contacts
    • Reviews
    • Activities
    • Requirements
    • Documents
    • Payments
    • Affiliations
  • Records
    • View
    • Add
    • Edit
    • Related records
    • Actions to edit records individually or in bulk
    • Transfer branch
  • Relationship cards
    • View
    • Add
    • Change
    • Remove
  • Report manager
    • Generate reports
    • Edit reports
  • Security
    • Admin tools for adding and removing users or roles in SKY view
  • Administration
    • Manage Dashboards
    • Preferences
    • Tax status lookup (IRS and Canada Revenue Services)
    • Manage Watchlists
    • Global review notifications
    • Blueprint
      • Fields library
  • Applications (Integration to retrieve and manage pending applications)
  • Budgets (Integration to budget management)
  • Outcomes
  • Check and Review watchlists
  • Enforcing user role permissions
  • Search results
    • View summary for Requests and Payments
  • Reviewer portal
    • Navigate to reviewer portal from SKY view
    • All review record actions
  • Applications
    • Navigate to Forms manager/designer from SKY view
    • Admin options for Grantee portal
  • Administration
    • Manage bank accounts
    • Reviews
    • Scholarship Opportunities
    • Blueprint
      • Custom fields
      • Forms library
  • Budget
  • Records
    • Alerts on records
    • Lock/unlock records
  • Auditing
  • Classifications
  • Reminders
  • Financials
    • Payments AP Import/Export
    • Manage funds
    • Currencies
  • Scholarships
  • Document template manager
























For more information, please reference our customer success page at hello.blackbaud.com/CustomerSuccess-Blackbaud-Grantmaking.

To learn more, check out our Blackbaud University Curriculum for Blackbaud Grantmaking.
Blog Announcements 02/18/2021 4:02pm EST

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