Hi all! Has anyone successfully integrated an external budget/expenditure report template into Grantmaking? We are looking into creating a web-based budget form for our Grantees to fill out and have that information populate in Grantmaking. If anyone has experience with this, I'd love to hear it! Thanks! Jenesha
I would like to use a agreement form created within Blackbaud for grantees to receive, sign and return. What has been your experience with this if your organization does this process? Has anyone used DocuSign? or what service have you used and been happy with?
The Blackbaud Product Update Briefings are happening May 5-7! Blackbaud Grantmaking™ is Wednesday, May 6th at 3:00 p.m. ET. (North America Session) Europe Session Pacific Session Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from…
I have set up a few fields in Blueprint for a Review form to display both primary and secondary codes. However, only the primary codes are displayed on the Review screen, even if I use a comma (not a carriage return) as the separator between the primary and secondary codes. Anyone else experienced this? Is there a fix?
The system generated GC 61 and GC 62 automatically. I know these can be edited or disabled, but is there a way to edit the date they are sent out? I did not see an option for a send out date. We like to send reminders 2 weeks before the due date: GC61. And then about 1 week past due for GC 62. Anyone?
We had an unfortunate experience during our current grant cycle, which we haven't experienced before, but I believe is due to a change that Blackbaud made since our last grant cycle (in early February). When we batch considered applications from Pending (we have 85 applications this quarter, so it's helpful to batch them),…
Hi: We use blackbaud grantmaking to process funding awards to startup businesses. I was wondering if anyone else has had issues with applicants entering in wrong Tax ID's and their DBA businesses instead of their legal names on the W-9 and if there were any suggestions on how to improve the process. Thank you
Has anyone been successful in a multi stage application actually working? I have created both the pre application and the full application and tied them to the program. I submit a pre application and go through my process and then go to publish the full application utilizing the publish form and selecting the full…
Is there a way to move an application to a different program once you have considered it? We have different reporting forms for each of our programs.
Hello all! Here are the March Webinar details! I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a post-webinar…
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