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.
We used hidden fields on the first pages of our forms so that upon submission, the requests would automatically be categorized with the correct Giving Type and Status when considered. Although set up correctly, this does not function properly. I was informed by support that this is a known issue, so I thought I'd let…
We have encountered in our testing what is apparently already a known issue - even if you limit the applicant to only entering one contact, the system will let them keep entering them, and not show an error until they go to submit. When corrected (and the applicant goes back to delete the additional contacts that shouldn't…
In testing our forms, we are having issues with data coming through on both standard and custom fields to existing organizations in our system (which is 95% of our grantees). For example, we ask for a new annual budget number every year, and this number isn't updating when we consider a request. I can't go live with this!…
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