Good afternoon, In light of the wildfires currently devastating the Los Angeles area, we have written two Advanced Searches that can be used to locate Contacts and Organizations in your database that have an address in one of the affected Zip Codes. These lists could then be used for communications about any emergency…
I am trying to set up our grant request process which requires a letter of inquiry to be reviewed and then a by invitation only grant request. How do I connect the letter of inquiry form to the eligibility quiz? So far I have only been able to figure out how to add a request form.
Will outstanding assigned grant reports (requirements) automatically follow grants in the new system? I plan on switching over to the updated grant request portal when our application period opens next week. What will happen with grantees who have outstanding grant reports due all this year? Will I have to make any changes…
Hi all! I created a RFP form that I flagged as invitation only, but for the life of me cannot figure out how to send someone an invitation to apply to it. Any tips?
Hello all! Here's next month's 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…
We operate multiyear programs and use the same questions in our reports for years 1, 2, and 3. For example, we consistently ask if there was any underspending, and if so, why it occurred. In the new portal, we are required to create duplicate fields to accommodate each year separately. This is necessary because the portal…
My organization uses BBGM for applications that are grants to individuals and many times we see returning applicants every few years to our system. They are often not logging into the system to apply to a new grant, but rather starting a new application and establishing a New Organization Record in BBGM due to this. Our…
On the contact table in the new form, I found it helpful to learn that not only do you have to require the “Is Primary” checkbox that applicants will need to check, but the dropdown list for Contact Role will show every classification value that's in your database- so be prepared that external users will see internal…
I found it important to discover that we will need to use two separate methods of communicating with grantees currently, and they don't store the same way in the database, so I guess we need to develop some internal way of managing who has received what communications as it's no longer stored as an Activity consistently…
Many have encountered the issue that at this time we are unable to publish requirements/reports to the new portal that did not originate with an application through the new portal. This is a known issue that makes it impossible to manage existing grants once the legacy portal is deactivated.
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