Applications

Use Applications to streamline and manage your entire grantmaking workflow in one place. Configure site settings, build application and requirement forms, control what applicants see, and manage communication with grant seekers. With online submissions enabled, applicants can submit proposals and reports directly, which helps you reduce manual work and make faster, more informed decisions.

Note: This module is optional. Contact your sales representative to add it to your solution.

Manage Pending Submissions

Review and process incoming applications so you can quickly move qualified proposals forward. Open Applications, then select Pending Submissions to view all applications with a pending status, along with any attached files.

• Select Refresh to check for new submissions and ensure you review the latest applications.

• Select Duplicate Check to match application data with existing organizations and contacts. This helps you maintain clean, connected records.

• Select Consider to convert selected applications into pending requests for further evaluation.

• Select Reject to remove applications that do not meet your criteria.

• Use Search to locate specific submissions.

  • Select Add More Options to expand your criteria.

  • When you add the same field more than one time, results include entries that match any of those values.

• Select Show All to display the full list of pending applications and review submissions.

• Select the print icon to view the application.

• Select the attachment icon to review supporting documents.

Tip: Open other areas of Grantmaking in a new browser tab when you work with pending submissions. Navigating away refreshes the page when you return.

Note: Pending applications are deleted after 120 days of inactivity.

Reset Grantee Password

Restore access for grantees so they can continue working without delays.

Open Applications, Pending submissions, then select Reset Grantee Password. Enter the grantee’s email address, then select Submit.

The system sends an automated message with a temporary password. The grantee updates this password the next time they log in.

Note: For Legacy (IGAM) accounts linked to Blackbaud ID, see Manage Linked Accounts.

Review Application History

Track outcomes and review past decisions so you can maintain transparency and consistency in your process. Open Applications, Pending submissions, then select applications history.

Available information

• Select the print icon to view the application.

• Select the attachment icon to view supporting files.

• Disposition — Shows whether the application is considered or rejected.

• Disposition Date — Displays when the decision is recorded.

• Organization and Contact — Provides key details such as name, address, role, phone number, and email.

• Request Amount — Indicates the requested funding amount.

• Project Title and Primary Program Area — Helps categorize and evaluate proposals.

• Application and form identifiers

  • Application ID: Assigned sequentially.

  • Request ID: Assigned after retrieval.

  • Form ID: Identifies the originating form.

    Combined, these values uniquely identify each application.

• Title — Displays the application form name.

Note: Columns display data only for fields included in your application forms.