We tested an application in the new portal on 2/14. We approved it in our internal system, but it is still showing up as “in progress”. Is there a reason it isn't being shown as “approved”?
Team, Bear with me. We had a information session for our grantees to introduce the YourCause/NPO Connect. It went well but we've had more than a few call to ask if they registered correctly. Q: Where can I go to search the database looking for my grantees that have registered? So far, I've just reminded them that they…
Hello all! Here are the February 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…
Has anyone been able to publish a requirement and add it to the Workflow in the Programs Manager yet? I have tried and receive an error message stating form is not available and then it is not available in the drop-down to add forms in Program Manager. UPDATED with BB response: can only use the same form once per Request *…
We had an application type field that is no longer available in the new portal. If we use Program Name instead, where is this field in the internal system? I cannot find it. BB responded: Stage 1 Form field no longer available Program Name field is not available in the BBGM only grantee portal
The contact table fix pushed out in late January has made already problematic functionality even worse. There must be a better way to fix this other than just making us add more contact tables for different roles. It seems like it was a quick fix rather than a good fix. I encourage the team to keep working on this.
Please tell me you didn't get rid of the Title field in the Contacts tables. How do we collect the title for a new contact, e.g., Vice President of Corporate Partnerships. That field was in the list of available columns in the Contacts tables when I last edited a form several weeks ago, now it's gone.
Hi All, My team and I are having quite a few issues with the New Forms. I saw there were already some ideas in the portal that I have upvoted and I created a few new ones that I didn't see existing. I left out any “bug” related issues that support is currently working on and just tried to focus on the general ideas that I…
If we create a Progress Report Form in the new grantee portal, how does that come through on our end in the internal database? As a requirement or will it come through as a Progress Report? BB Responded: All forms created in new portal need to have a requirement created/published. So, the Form is for the Grantee Portal,…
When you use a page template from a different application, the display conditions do not copy over. Using a page template from a different application should copy everything about that page and its fields, including any conditions attached to the field.
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