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!…
We’ve heard your request for additional resources and enablement regarding the new Applicant and Grantee portal, and we’re excited to announce that starting in December, Customer Success, joined by product experts, will begin hosting a series of Office Hours where they will demonstrate the new portal, provide tips and…
I'm curious how others are handling grant payments. Specifically, if you use wire transfer. As of now, we send checks but would like to look into how ACH works for others who use BBGM. Thanks
Have folks used any of the auto-capture apps for easy SOP generation for internal users? Any concerns for data security or compatibility?
Has anyone successfully managed an “Approval Budget” in Blackbaud to show budgets based on a coding sheet value (say Program Area) and display what that budget is for a current year and what has been approved against in the current year. How do you display in a dashboard? Any help would be appreciated. We do use the…
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