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Request Requirements should have a Contingent flag.
We should be able to assign a Contingent flag to Request Requirements so that the Request cannot be approved until the Requirement is marked as Done.1 Reviewed: Voting Open
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Requested Amount field in Online Application should use grouping character
Can we please add a formatting option to the requested amount to allow for a grouping character? Currently, when the grantee enters the requested amount, the org has to count zeroes. I think it would be much simpler and easier on the eyes if the c...0 Reviewed: Voting Open
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Click & Drag option to reorder fields
This is a universal ask to cover: the merge to PDF option, search columns, ad hoc reports, classifications, etc. It is tedious to manually click each field to get it to the correct position0
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Adding "Download Documents to Zip Folder" for Report Review option
When we review a report, we often receive 10-15 separate documents that are uploaded by the grantee at one time in different file formats (word, excel, etc). To view them in their native formats you have to go into each file to download separately...0
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Back button goes to dashboard instead of back one screen
Back button sends you to Dashboard, thus having to start over with the record - instead of back one screen. The workflow is so disrupted without this useful and common ability.0
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Manually update Review status
Currently Blackbaud Grantmaking users cannot change the status of a Review from "In Progress" to "Submitted" or update a Review for a Reviewer. This would be useful in cases when the Reviewer has trouble with the Reviewer Portal and sends their re...1 Reviewed: Voting Open
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For new requests, enable primary contact information to be pulled through from what is provided on the application form, rather than default to an existing contact if the organisation is already on Gifts.
When an application is retrieved and the organisation is matched to an existing one through the IGAM duplicate checker, the request automatically affiliates with the organisation’s primary contact, which is not necessarily the primary contact prov...3 Reviewed: Voting Open
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Permit Field Formatting in Adhoc Reports
We used to have the ability to edit field layout in reports. For instance, the city and state fields could be pulled onto one line to read: Pittsburgh, PA. See attached sample of report form and generation.0 Reviewed: Voting Open
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Add Green Alert/Toast Message to Publish Request Form Action
When we are reviewing a stage one form submitted via the new portal and publish a request form (previously called "Generate Stage 2") in the Request record to move it to the next stage of our application process, there is no automatic confirmation...0
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Want the ability to customize the BB.com/product Invite emails that are sent to new users.
Want the ability to customize the BB.com/product Invite emails that are sent to new users. Our new employees are learning multiple systems and we try really hard not to overwhelm them. Since we are not able to setup the dashboards for the BBGM use...0 Reviewed: Voting Open