Has anyone had issues with people having problems finding where their report is? It seems like they are in such a weird spot. If you have multiple applications that you are working on, you have to scroll through all of them to see where the report is located.
It seems like in the new portal system, documents are still under the Request Record, but not under the Org Record. Is that correct? In the past, Documents and other request record items were visible under the Org Record. Will this feature be available again soon?
If I published a requirement to the new portal because of the original cutoff date was 8/31, can I now unpublish the requirement from the new portal and republish the requirement to the Legacy portal?
With all the recent testing I've been doing for Requirements, I'm now having a hard time figuring out if I published a Requirement into the Legacy portal versus the new portal. Does anyone have a solution for this?
Hello. When we add classification questions to a new application form, the code number as well as the description are visible eg: This is clunky and doesn't make any sense. The code numbers are purely there to facilitate a logical non-alpha order of the coding options. If we remove them, then that logical ordering is no…
Our BBGM was configured many years ago, long before I was involved. We have a very simple setup for Giving Program / Type / Status. I'm looking to set that up differently, but would like to see how others have done it. Specifically Giving Program and Type. Anybody willing to share? Here is ours: Cash Grants is a SUPER…
Hello all! Here are the September 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 keep getting errors such as "XYZ value cannot exceed 255 characters". Typically it is character counts relating to fields that did not have character limits. Short text answers for things such as "expected attendance" or "years event held" have translated into having a 10 character count max, although that's not how the…
Just wondering how you all track various activities, such as phone conversation, site visits, etc. My team was adding a "Note to File" but that is hard to filter. Thanks!
Hello everyone! As we push to automate certain processes with the new BBGM portal, my question is: does your organization utilize the Online Submissions Requirement to send out a Contract for signature? We currently pull all grantee contracts as a Word doc, convert them to PDF, send out individually via AdobeSign, and…
It looks like you're new here. Sign in or register to get started.