Blackbaud Grantmaking Mobile App

Blackbaud Grantmaking Mobile gives users a mobile version of their Blackbaud Grantmaking system in order to easily access grant related information when it is not convenient to log into their desktop version. Blackbaud Grantmaking Mobile is a light version of the main application, allowing users easy access to parts of the application that are most needed when they are unable to access their full application.

Blackbaud Grantmaking Mobile is available for use on Android phones and tablets running Android 2.2 and up and Apple iPhones and iPads running iOS 6 and later.

On Android Devices

Available through the Google Play store.

On Apple iOS Devices

Available through Apple’s App Store within iTunes.

Users of the Blackbaud Grantmaking Mobile app need to first set up the following items in the main Blackbaud Grantmaking system in order to use the mobile app:

  • Search Result Views to be used in the Mobile App (one view allowed per type)

  • The Quick Find options to be available in the Mobile App

  • The forms to be used when viewing records in the Mobile App

  • Setting up forms and fields in Blueprint for the Mobile App

 

Users can designate one View per record type as being Mobile in the Manage Saved Views page.

If the user has Blackbaud Grantmaking Mobile enabled, a phone icon is added in the last column, to the left of the edit (pencil) icon.

If the user clicks the mobile icon for a View, this indicates that the view is used in the mobile app for that record type. They get a confirmation message saying that “[View Name] becomes the mobile view for the [Record Type] record type.

If the user is a Grant Manager, the confirmation message contains a check box which allows the user to make the selected View available to users for view on the mobile app. The message reads “Make this view the mobile view for users who do not already have a mobile view for the record type [Record type]?”.

The user can click on an activated mobile icon to deselect it. When doing so, they get a confirmation message to note that doing so leaves them with no defined view for that record type in the Mobile App: “This is the current view applied to Mobile search results for the [Record Type] record type. By changing this, [Record Type] records display in the system default (non-mobile) View. Do you want to change this?”

Only one view per record type is allowed. If the user clicks the Mobile icon for a View when one is already set, a confirmation message appears asking the user if they would like to use the newly selected view.

If the user is a Grant Manager, this dialog has a check box asking whether to set the view for that record type for all users without a designated mobile view for that type.

Users can designate Quick Find options as being available in Mobile through an additional check box which is located in the Blackbaud Grantmaking Quick Find options in the User menu.

An additional check box setting labeled ‘Use for Mobile’ follow the ‘Include’ record type check box.

Initially the ‘Use for Mobile’ check box defaults to the setting of the ‘Include’ record type check box.

If users designate record types as being available in Mobile, then the Record Type filters show those record types when the user is in the Blackbaud Grantmaking Mobile App, and they expand their Quick Find on the home page.

The Quick Find search follows the Quick Find settings. If the user selects ‘Use for Mobile’ for their Requests, and they have ‘Request/ID/Reference No. set to ‘is’, then this should be followed when setting up the Quick Find in the Mobile App.

The user does not need to have the ‘Include’ check box checked for the record type in Blackbaud Grantmaking in order to use the record type in their Mobile Quick Find, meaning that they could use a record type in their Mobile app Quick Find that they are not using in Blackbaud Grantmaking.

The mobile app uses the same logic as the main application when determining which form to display. In most cases, if a user opens a record in the Mobile App, the same form and fields is displayed as if the user opened the record in Blackbaud Grantmaking. The fields display in order vertically and any multi-column formatting is ignored.

There are three exceptions to this:

  1. Wire Transfer fields are not be displayed in Blackbaud Grantmaking Mobile.
  2. Clients with Blueprint are able to customize the sections and fields on forms specifically for the Mobile app.
  3. Custom Calculated and URL fields are not supported. If they are included in a form they are not rendered in the Mobile app version.

 

When creating forms in Blueprint, users can designate sections to be used in Blackbaud Grantmaking Mobile through a new ‘Use for’ field in the New or Edit Section dialog box. These are radio buttons with the options ‘Both’, ‘Full Site Only’, and ‘Mobile App Only’.

The ‘Use for’ setting defaults to ‘Both’ when:

  • Creating new sections (that are not Wire Transfer sections) on a new or existing form

  • Establishing default forms

The ‘Use for’ field and options are hidden for Wire Transfer sections as Wire Transfer sections are not supported in the initial version of Blackbaud Grantmaking Mobile.

 

Blueprint Field Settings

If a section is designated as being used for the Mobile App (‘Use for’ is set to ‘Both’ or ‘Mobile App Only’), then they have an additional option in the field setting panel to allow users to include/exclude and/or customize the labels when the user highlights the individual fields in that section.

There is a Mobile icon which is activated indicating the field is included in mobile.

The icon is:

  • Hidden when the section is ‘Full Site Only’,

  • Shown when the section is used for ‘Both’ and ‘Mobile App Only’

Note: Blackbaud Grantmaking Mobile does not display duplicate fields on the same form.

When a user clicks on the mobile icon, a dialog box appears, allowing them to customize the field for the Mobile App.

The ‘Show in Mobile?’ checkbox is enabled when the section is designated as being used for ‘Both’ and disabled when the section is being used for ‘Mobile App Only’.

The ‘Override Mobile Label’ field is enabled when the ‘Show in Mobile?’ check box is checked, and disabled when it’s unchecked. When users enter and save a value here, the value shows in the field when the form is viewed in the Mobile App.

 

Application Timeout

Please note Blackbaud Grantmaking Mobile has a 10 minute timeout window. If the application is left open for 10 minutes without any activity on - it redirects you to the login page and ends your session.

 

File Formats Supported

Files with the following file extensions are viewed on both iOS and Android:

.htm, .html, .txt, .xml, .gif, .jpeg, .jpg, .bmp, .docx, .xlsx, .ppt, .pptx, .tiff, .tif, .pdf

Additionally files with the following file extensions are viewed on iOS but NOT on Android:

.doc, .xls, .png

 

Read-Only Record Types

The following types of records are read only when viewed on the mobile application.

  • Request

  • Review

  • Affiliation

  • Payment

  • Requirement

  • Document

While in these records users can only view the record details and can navigate back, home, or to a related record.

 

Editable Records

The following types of records are editable when viewed on the mobile application.

  • Activity

  • Organization

  • Contact

While in these records users can edit the record details and can navigate back, home, or to a related record.

 

Once the user has downloaded the Blackbaud Grantmaking Mobile app on their smartphone or tablet, they can open the Mobile App by tapping on the Blackbaud Grantmaking Mobile icon.

 

This action opens the login page:

1. Enter your Client ID, User ID, and Password.

Client ID - Field for the user to enter their Client ID during the initial login. This is the part of your Blackbaud Grantmaking site’s URL before the .gogiftsonline.com.

Example: www.[ClientID].gogiftsonline.com, www.ABCOrg.gogiftsonline.com

Client ID = ABCOrg

Note: This is only needed on the first login. It's remembered and the field is hidden on subsequent logins.

User ID - Field for the user to enter their user ID. This is not remembered – users need to enter this each time they log in.

Password - Field for the user to enter their password. This is not remembered – users need to enter this each time they log in.

2. Tap Login to continue.

Note: If a user has forgotten their password, they can tap on the “Forgot Password” link to reset it. Simply enter the Client ID and User ID and tap “Send”. An email is sent to you containing information for accessing their account.

 

The Home Page

The Blackbaud Grantmaking Mobile application has a simple homepage. Once logged in, the user is directed to their homepage which allows them to:

  • Access Searches (Quick Find and Saved Searches)

  • Access Dashboards

  • Add an Organization

  • Add a Contact

Search results are shown in Views which are set up in the main Blackbaud Grantmaking system. Users may select one View per record type to be used in the mobile app.

Records are shown in either an editable format an Activity, Organization or Contact record), or in a read only format (not an Activity, Organization or Contact record).

If a user has permissions to edit Activity, Organization, or Contact records in Blackbaud Grantmaking, they have permissions to edit them in Blackbaud Grantmaking Mobile.

 

Note: Record type options available in Blackbaud Grantmaking Mobile are configured in the main Blackbaud Grantmaking site under User Menu > Quick Find.

The Quick Find feature defaults to the Requests record type. Tap the menu to change the record type. A list of record types is displayed at the bottom of the screen.

Enter your keyword and tap the search button (magnifying glass icon).

 

Note: Only Chart and TableA group of intersecting columns and rows that you can add to a topic for various purposes, such as comparing one thing with another or giving field descriptions for a software dialog. dashboard parts are viewed in Blackbaud Grantmaking Mobile.

One dashboard part displays on the app at a time. Users can either swipe left and right with their finger or use the navigation arrows at the bottom of the screen to move to the previous or next dashboard part.

Users can tap on the Menu icon in the upper right corner which expands a list of viewable parts by name. Users can click on a part to navigate directly there.

The items within the charts or tables are selected to either open search results or individual records (depending on the item selected).

The user always opens to the page part they were on last during their previous session.

 

Customize the Dashboard

To customize a dashboard, users can tap on the Settings (gear) icon in the home page.

This allows users to select which dashboard parts they would like to show or hide on the dashboard.

 

At the bottom of the Chart pages, an icon allows users to see a summary of the part rather than the graphical representation. The summary includes the data represented by the graph and the totals. Users are not be able to drill down on the Summary view.

 

Saved Searches

All searches saved in the main Blackbaud Grantmaking application are available in the mobile application.

When the user taps on the ‘Saved Searches’ button on the homepage, they can select a record category (default is Requests) at the top of the page and when that category is selected, all saved searches under that category are sorted alphabetically by Search Name. Tapping on one of the searches initiates that search.

 

New Contacts

Tapping on New Contact in the homepage takes the user to the New Contact edit form.

Note: To associate a contact with an organization, you need to open the organization record and set the contact as the primary contact or affiliate.

Tapping the Menu button in the lower left corner displays a list of sections for the form.

Be sure to Save the new contact once all the information is entered.

 

New Organizations

Tapping on New Organization in the homepage takes the user to the New Organization edit form.

Tapping the Menu button in the lower left corner displays a list of sections for the form.

Once saved, the user has the option to set the primary contact, add an activity or, add an affiliation.

 

Related Records

Opening the Menu for an existing record displays the Related records panel below the sections list. This function, similar to the Related records panel in Blackbaud Grantmaking, shows the different record types and the number of records related to the current record.

In addition, this panel allows users to set the Primary Contact, Add Activities, or Add Affiliations.

 

To set Primary Contact for a Request or Organization, the user clicks on the Set button next to Primary Contact in the related record panel. When they do, they are prompted to create a New Contact or to use an Existing Contact.

If they choose to create a New Contact they are taken to a New Contact form to complete the record.

If they choose to use an Existing Contact they are taken to a search form where they can search for an existing Contact record to select as the Primary Contact for the request.

Users click on a record to select that Contact as the Primary Contact.

 

Adding an Activity

To add an Activity to a Request or Organization, the user clicks on the Add button next to Activities in the related record panel. When they do, they are prompted to create a New Contact or to use an Existing Contact.

Users can complete the Activity record details and then click on Save or Cancel. Save validates for completeness – if required fields are not complete, the record does not save and an error message displays stating that there are required fields that must be completed.

When the record successfully saves, a message displays stating that the activity was saved.

 

Adding an Affiliation

To add an Affiliation, the user clicks on the Add button next to Affiliations in the related record panel. When they do, they are prompted to create a New Contact or to use an Existing Contact.

If they choose to create a New Contact they are first taken to a new Contact form and then to the Affiliations form to complete the record.

If they choose to use an Existing Contact they are taken to a search form where they can search for an existing Contact record.

Once the contact is selected, the New Affiliation form shows, allowing the user to complete the addition of the Affiliation for the Request or Organization.

Users can complete the Affiliation record details and then click on Save or Cancel.

When the record successfully saves, a message appears telling the user that the affiliation has saved.

 

Viewing a Map

If a Contact or Organization record is opened in Blackbaud Grantmaking Mobile, the user can display a map showing the location of the address that is saved in the record.

Simply tap on the Menu icon and then tap “Primary Address”, located within the Map section, to display the location on the map.

Once logged in, a user can log out by tapping on the gear icon in the upper right corner of the home page and then tapping Logout.