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…
Has anyone created a routing form in the new portal and have any tips? Better yet can you share an example of what it should look like to work correctly?
Now that the invitation functionality is available in the new application portal, I am wondering how to go about using it? We send about 100 invitations per quarter to specific contacts on organizations currently, by pasting the unique program link into an email document template. We like that this creates a document and…
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