We have a pre-application and a full application (by invitation only). I have created both forms under applications - manage forms and published them. I then created the program. I then added the forms - I do not have an eligibility form but the default form is the pre-application (that was published) and the workflow has…
Right now, we have shortcuts on our dashboard that shows us when an application or report comes in. (legacy forms). Is there a way to get shortcuts for the new grantee portal when applications or reports come in without going to the drop down to look?
Has anyone encountered this…one of our applicants was testing and added an organization not associated with their application and now they cannot seem to find a way to remove that organization from their account. Ideas? Thank you.
Is anyone else having an issue with home phone, primary phone not coming into BBGM from the new applications? I have tried modifying every phone number field and cannot get the field to work. Mobile phone does match but we often use primary and that does not.
How are you all handling contacts using the same email address? The consider process in the new portal will only create one contact with the email address that's shared by other contacts. Are you then creating new contacts manually off of the information provided in the application? Seems counterproductive to me.
Some questions regarding the pending submissions - new portal…can the order in which the columns appear be changed? Can the column width be changed/saved? Any opportunity to sort the information within a column or filter the information? Thank you!
We went live with the new portal application for one of our programs and after receiving 40 applications, see that the date the application was submitted is not transferring to the request record. The request date in the request record reflects the date I consider the pending application. What field do I need to include in…
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…
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