Grantee Account information requirements

Rachel Roth
Rachel Roth
Sixth Anniversary
in Blackbaud Grantmaking™ General Discussions

Is there a way to require grantees (old/current and new) to provide certain infomration, for example, their current budget, mission statement, etc.

Comments

  • Deena Lauver Scotti
    Deena Lauver Scotti
    Tenth Anniversary Kudos 2 Name Dropper Participant

    You would have to do this in an online application or requirement form so when it is submitted and pulled into BBG from the Applications Manager, the data would populate the Org record. There isn't a way for fields to be added to the grantee account home page that I know of since there wouldn't be a way to link it to BBG just from the home page.

  • Louisa Robinson
    Louisa Robinson
    Fifth Anniversary Kudos 2 Name Dropper Participant

    Yes agreed, if you arent asking for these as attachments in your initial application form (using the online application IGAM portal) then you would have to create an additional requirement form, that you can specific attachments for them to upload. Create a Requirement Type activity in the system, add that requirement to the request record and publish to web - choosing the requirement form you have created.

    They would then be able to access that form in their online portal, fill it in and add the attachments.

    When you then pull the reporting in on the system, this will pull the form and attachments through to the request.

Categories