Hello all! Here are the June 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 Q/A.…
Hello! Is anyone else experiencing an issue with the required YourCause verification step for new applicants? We work with small rural churches who often do not have EIN# and are trying to figure out a work around to this requirement. Any insight welcome!
Currently, when a Request is Approved, the system automatically generates a Requirement (Final Report). Where can we manage or modify this behaviour? For example, how can we configure the system to automatically create additional requirements after a request has been approved? eg: create two Requirements, one for Final…
Get excited...the Blackbaud Product Update Briefings are happening May 6-9th! Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member ideas. Register today for the Product Update Briefings and after you watch them we’d love…
The Blackbaud Institute is surveying grantmaking foundations on the ways in which they are rising up to meet the challenges of today: Is your foundation planning to change its approach to grantmaking the next 12 to 24 months? Have you re-assessed your portfolio in response to the economy? Are you changing the ways in which…
Requirement Form Titles are not populating to the Dashboards. Field is left blank. Only way to differentiate is with the Form ID which is not convenient. Please vote for Form Title to populate in Dashboards in the NEW PORTAL.
[Update: Resolved: It is showing up correctly now] We want to display the value of a coding (classification) field on a custom request form. The field in question is "bbgm__Request__CODES_4". We have checked the "Display value from BBGM" checkbox, but the selected value is not appearing on the applicant's portal. (Show up…
I’m trying to determine the correct HTTP syntax for the SearchRequest API to retrieve all requests in Blackbaud Grantmaking. If this isn't possible, I’d at least like to extract all requests where disposition = "Approved". For context, here’s an example of what I mean by HTTP syntax: To retrieve all information for…
I had so many field errors when I tried to upload an existing application from the legacy Forms Manager. So I decided to build an application from scratch. I cannot find a way to add the fields for City, State, and Postal Code. I found this instead: Form field: Primary address (bbgm__Organization__PRIMARY_ADDRESS) Does…
Please join us for an open Q&A session about the new Blackbaud Grantmaking Applicant and Grantee Portal on April 24th at 3pm ET! It's your chance to dive into features and get some tips and tricks straight from our experts. Whether you're just starting out or aiming to fine-tune your setup, this session is for you. Don't…
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