New Portal Question: In updating Program settings, I noticed an Invitation Only tick box. I can't find any additional information for how to use this. Our Foundation is invitation only in that we email the link out to solicited grantees. The link is not made available anywhere else. Going forward, will potential grantees…
Team, This may be pushing conditional formatting too far but I thought I'd ask. We are attempting to use the same form for credit card and in-kind donation. The Project Title field needs a different label depending on donation type. Can I use conditional formatting for that? The condition would be Show Project Title field…
Team, In the legacy portal, we have a “quick” form our employees use to record contributions they made on the fly. If they attend an event and decide to give a spontaneous contribution (usually by credit card), they use the form to report the contribution. When we pull it into BBGM, we attach the gift to the grantee…
We award grants, but do not pay them out until we receive invoices/documentation. How are you recording the grant payables into Financial Edge? Are you using Purchase Orders or Jouranl entries. Are you uploading or integrating with any other software to make this happen. I am seeking innovative ideas.
The links from our website to all of our application portals are not working. Anyone else having this issue?
Team, Can we add tax status to new portal form? I don't see those fields as options to add to the form. In legacy portal, we give grantee option to select different levels of status eg 501(c)(3), 509(a)(1), 170 (b)(1)(A)(1) We provide drop down list at each level. Is this deemed no longer necessary due to the YourCause…
Community, Can we still add multiple logos in the new portal? Currently we have 3 different programs that require different logos. Currently we are able to do that. I can't figure out how to do that with the new portal. Can anyone direct me?
I have been receiving emails from several grantees telling me they cannot find the Requirements. I am using the same link I have used for the past 10+ years. Is anyone else experiencing this? If so, can you help me??? Thanks a bunch! Beth
Hello all! Here's this 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…
I'm still learning about the new system and the workflows, and I'm wondering if anyone is further ahead in their learning than I am ?. I'm wondering about the process to switch grantees mid-grant cycle. We award grants that should be expended within 12 months. Our most recent round closed August 12 (applications are in the…
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