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…
Hello! Is anyone else having issues with Deleting from the Web and Publishing to the New Portal. We are getting multiple errors and have a case with Blackbaud but have not received a solution. If you have come across this issue and found a solution, any help would be appreciated. We are very frustrated! Thanks!
We are doing extensive testing of our application programs before they go live to grantees, however it seems even when we delete the application from the grantee side, and delete the request in BBG the application records pops back into the “Pending Applications” tab…is anyone else experiencing this?
I'm trying to migrate outstanding final reports to the new portal. I'm getting the error saying the organization is missing the country. That field does not even show up when I look at the organization record. Does anyone know how to add it? I also can't find the video titled “Managing Manual Requirements” that mentions…
Just confirming that any edits made to the Program Details once the program is active does not interfere with anything (forms, etc) in the new portal. I'm just updating a logo…
We have two programs running in Grantmaking, and recently encountered a handful of organizations submitting requests to the wrong program. I have manually changed the type and status to the correct program, but the applications are missing a number of pieces of information since our two programs have different application…
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