Is this report still working for the applications in the new system? We opened our new application portal this week. When I run the “in progress application” report, it is showing zero, which I find hard to believe. Can I connect this to the new application form, or is there a similar report to run that will pull the info…
We just launched an application form that closed at the end of December. I created a declination email and activated it, but I can't figure out how to send it to the grantees that we are declining. I also can't seem to find how to do it anywhere in the instructions/directions. Another question - how can I add merge mail…
We have multiple signatories on our grant agreement forms. At a minimum, both the funder and the grantee sign it. Some grantees have to also get it signed by their legal department. I suspect we will have to continue using docusign and upload the agreement. Has anybody identified a more creative solution? Any other uses…
Colleagues, The legacy application tool allowed us to set up reviewers based on the coding. I could filter if an application is education and from south region, it would go to South Region Review Committee. Can I still do that with the new portal? Where can I set that up?
Hey colleagues. How do we assign multiple forms to a program? Or do we have to create a program for each form?
I see references to to grant management facing forms in the new portal, but my only options are the applicant facing forms. Are they not available yet?
Is there any documentation related to program workflows in the new applicant portal? I don't see how to add a new workflow or workflow levels. Not sure when would want to use a new level for that matter. I'm looking for some basic guidance on how to progress through a customized workflow.
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…
It looks like you're new here. Sign in or register to get started.