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Offer requirement due date based on project end date in YourCause
In the legacy system, we could set individual requirement due dates based on the applicants' project end date. I don't see this option in the upgraded system. It's confusing for applicants and frustrating for our staff.0
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Open Office Hours on Blackbaud Grantmaking's new Applicant Portal
HI! Yesterday's Q&A session was very informative. I know they are scheduled once a month but having them more frequently - especially as the launch date approaches - would be VERY helpful! Any thoughts to adding more sessions each month?0
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BBGM request tab: Add application questions back in the project description boxes with the corresponding answer.
BBGM Request tab: Add application question to the Project Description boxes (currently it's just the answers but in legacy it had both questions and answers) We need the answers back. It is all on the BBGM side of things for me, my team, and revie...0
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Don't auto-populate request, requirement fields & uploads with old data from previous forms/years submitted
Users in our program can apply multiple times to our program, year after year. Testing is showing that when an applicant completes a 2nd+ request record, the Uploads carry over from the last time they applied. We are looking for new data each time...0
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New Forms - Need the Ability to Delete Forms Created
There is currently no function to delete a from in new forms after building it. We already have a form that was created in error that needs to be deleted and cannot. This will increasingly become a problem. While we can enter "z" in front of the f...3
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New Forms - Submission Errors Should be Blocked/Caught by Forms Prior to Submission
Forms are being submitted but then come in with an error that certain fields are formatted incorrectly or missing. We would like this to be caught on the applicant end during submission, instead of having to republish the form and request a revisi... -
New Forms - I would like to see the # of Pending Submissions on a Dashboard Tile like I could with the old "Applications waiting for Retrieval"
With legacy forms we had a dashboard tile that said "Online Applications and Reporting" that shows are there are x applications waiting retrieval and x reports waiting for retrieval. I would like to see a summary of how many New Forms pending subm... -
Option to select fields that get updated when pulling in new applications (in new system)
In the previous application system, there was an option when downloading applications to select/deselect which fields were updated when the applications were pulled into the system. In the new application system this function no longer exists. Add...0
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We need more control over what gets updated in the duplicate check process when considering pending submissions in the new portal.
When checking for duplicate organizations and contacts in the Consider process for pending submissions, BBGM identifies potential matches but doesn't show what information is being matched and what will get overwritten when the request is Consider...0
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New portal: re-instate the 'In progress applications' report please
It appears that it's not possible to use the 'in progress applications' report in the new porta. This means it's impossible for us to predict and plan for the quantity of applications which are in progress and likely to be submitted. Similarly, fo...2 Planned