The full PDF application is not coming through as a part of the application package. In the legacy portal, it came through as an HTML document, and in our last cycle when we tested the new portal, the full application as submitted came attached as a PDF document. This is super important as we have had so many issues with…
I've noticed when I navigate back and forth between my workspace and any of the Application tab pages (like Pending submissions, Manage forms, Programs, etc.), everything clears from my workspace. So I have to start all over again with what I was working on. Does this happen to others? It's frustrating, and I can't imagine…
We are using the new application forms. When an applicant creates a new account, they can search for their organisation and if not found, add a new one. Nice. However, when the applicant gets into the actual application form, none of the organisation information they have literally just entered one second ago is…
In testing the new system, I noticed that there is no way to deselect the “email grantee” box when publishing the form to the web (Screenshot 2025-03-11 154056.png). Can we have the option to deselect this box and NOT email the grantee when we publish the form to the web? Our reports are usually due 6 months to a year out,…
I have clients who want to edit their application after it has been submitted. Is it possible to roll a completed pending application back to in progress?
It is basic form building functionality that there should be field validation ascertaining that fields contain correct values before submission. Blackbaud is a huge software company. It should not be expected that we as customers have to send applications back for revision one by one because the system can't catch field…
Hello! I know someone posted this already, but I can't seem to find it. What are organizations doing to prepare and help their past/current/future grantee partners move to the new application portal? Would anyone be willing to share about: * Language they use in their RFP on how grantees can set up an account * Ways to…
Can we get a date, instructions, and any details so we can prepare as we make the shift to the new portal this Summer. So far there is no resolution as of Feb 2025. Thanks!
It happens far too often that we switch to a new email address for a new employee esp when we need them to complete a Final Program Report in the portal. The ability to transfer accounts is a requirement we need to successfully do our grant management roles and measure impact.
Hi there- We are currently considering the implementation of the BBGM (Grantmaking) software and would greatly appreciate any insights from the community regarding its usage. If your organization uses this software, could you kindly share any process flows or documentation that might help us better understand how it…
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