Video: What's new in Blackbaud Grantmaking™: a Hands-On Tour of the Latest Grantee Portal Enhancements | Duration: 2992s | Summary: What's new in Blackbaud Grantmaking™: a Hands-On Tour of the Latest Grantee Portal Enhancements | Chapters: Welcome and Introduction (3.76s), Pre-Session Announcements (132.995s), New Features Overview (255.745s), New Portal Features (412.17s), Updating Application Permissions (981.265s), Application Dashboard Updates (1164.245s), Requirement Report Updates (1365.62s), Upcoming System Updates (1793.19s), Linking and Updating (1956.91s), Recap and Preview (2754.855s), Conclusion and Feedback (2826.96s)
Transcript for "What's new in Blackbaud Grantmaking™: a Hands-On Tour of the Latest Grantee Portal Enhancements":
Hey, everybody. Welcome to the show. We're gonna give it a minute here. We started just on time today, and those hey. There we go. The numbers just just reflected the attendance. So welcome, everybody. Hope you're doing well today. We'll get started here in just a minute. Jason has found the chat. Jason has entered the chat. He is. There it is. I'm seeing a lot of good mornings. I'm wondering if we have anybody from across the pond where it'd be a good afternoon. From LA, you're joining us early, Doan. Welcome. There we go. Good afternoon from The UK. Thank you so much. Alright. I think we're we're a minute in. Those numbers are still climbing, but all you're gonna miss if you join a few minutes late is our intro here, and then we'll get into the good stuff that you came to came to see today. I am Ryan Turner. I am a customer success manager here at Blackbaud. My focus is on our Blackbaud grant making clientele, and I'm joined today by Jason Kelleher, one of the esteemed members of our services team here. And, if you've had the opportunity, you're familiar with, Jason. And what we're talking today about is, again, the Blackbaud grant making the applicant portal. I will no longer call it the new applicant portal since it's been around for quite some time. But we've been working fast and and furiously, in in the past six plus months to, address needs that we've heard from direct customer feedback from sessions like this, from the Idea Bank, from the community. And we're here today we haven't done one of these in a couple of months, so we're here today to talk about some of the latest functionality that's been released to the software, let you know what's going on with that. A few things I would go over before we really get started in the meat and potatoes. Thank you all for for Jason is a great asset. I couldn't agree, more. So everybody's found the chat. I also wanna specifically highlight the q and a. If you have a question for us, and we are joined by some experts behind the scenes where I'll be going after I'm done with my intro, and we'll address the q and a through there. If you put your question in the chat, it's just gonna get scrolled up. We're never gonna see it. You're not gonna get an answer to it, so please submit those in the q and a. If you're having any trouble with audio or visual, please just try restarting or, excuse me, refreshing your browser. That usually takes care of it. If not, you can duck back out and re log in. If you are registered for this, you will get a recording of this session. So, know, that usually takes about a day. And the only other thing that I'm gonna highlight before I hand things over to Jason, a lot of the questions I've been getting from customers lately is what is the new deadline and timeline for turning off the legacy portal? At this point, especially since we told you we'd give you at least sixty days warning, you can feel comfortable that we're not turning anything off until at least q two of this year. And one of the things I would strongly recommend is please do register and sign up for the product update briefings that we do twice a year. Generally, for the spring, that's in late April or early May. And I would suggest that we'll have a firm timeline possibly before then, but at least by the time the product update briefing comes around. So keep your eyes open for that when we get closer to that and see what they say at that point. With that all said, I'm gonna get out of your way, hand it off to Jason, look at some of this new functionality. Thank you all for joining us. We'll be back a little later. I'll be back a little later. Take it away, Jason. Good morning, and thank you, Ryan, for the introduction. Just to fill in a little bit more. For those that have never seen me or worked with me, my name is Jason Kelleher. I am a a senior, implementation principal implementation consultant on our grant making team. I work very closely with a lot of our other teams kind of as we roll out functionality and such. I see lots of familiar names in the chat and things on there. I am outside of the New York City area, so I'm in a nice little cold bubble of the Northeast in Northern New Jersey. So stop by. We'll grab a Broadway show. I wanted to kick things off. Just a quick recap of our last session. So last year in, October, September, we hosted one of these kind of highlighting new features and such, that have come out primarily with the applicant and grantee portal. Not gonna dive into all of these, but I am going to put into the chat the direct link to the what's recent section of our help menu. For those who are not familiar or don't really jump into our help menu as much, we do categorize new features in two different ways. We have what's new, which is typically two to three months. And then things will transition over to the what's recent. There, they live forever pretty much. So you can scroll down there and see what's recent from yours for that. Most of the articles will include then links to the deeper articles in the web help section for you on that. Great. Well, we're gonna be highlighting two different things today. First up, we're gonna have what's new. These are features that have or updates that have been released since the last time that we hosted, this call. I'm also going to throw into the chat the direct link, to the what's new section there. Some of these features are in what's new. A couple of them have actually already rolled over into what's recent just because they're a little bit older on things. I'm going to do a mixture, of some slides for things that are fairly simple, but also have a couple areas where I'm gonna be able to click through into a demo database or two to take a deeper look at some of those items on things. Great. Cool. And don't be worried if there is a really great question or something that's coming on in. Our good friend who introduced me, Ryan, may pop back up on stage and interrupt me. That's okay. Alright. So let's dive in to a couple of these new features. Okay. Something that we added in the fall, early winter, was being able to accommodate multistage application workflows, particularly for grant processes that started with the legacy applicant portal and are continuing in the applicant and grantee portal. Think of a stage one submission that came in through the legacy portal, and a second stage needs to be published through the new portal. Oops. I got pop ups here. I'm gonna quickly close out of another window so I don't get any more of that. Alright. So like, an LOI submission and then an RFP, for example, as a workflow. This also can be used for manually created request records. A user manually creates a request record and wants to publish request forms from the applicant grantee portal to continue the process. So very similar to the workflow that we introduced for transitioning requirement reporting from the legacy to the applicant grantee portal, the same type of thing, but now accommodating the request forms for things that either may be manual or start and then move on over. So on those manual, in particular, requests, you will see a button called publish to multistage application. Similar to the requirement workflow, when that's utilized, you're going to be picking the program, the cycle, and the specific request form and then publishing that out, to the portal. The selected recipient will then get a notification email, that they have a form to fill out for you. I am going to quickly pull on in over, and take a look at this live and practical. Alright. So this is a request that I manually created earlier today. I did data entry. I put everything up, and now I want to send and publish to multistage application. Here, it has me select my program from all the programs that I have set up in my applications, the cycle, if applicable, and then the specific form that's going to start right on there. Similar to publishing to web for requirements, if the formatted emails, are turned on on the program settings, those automated applicant grantee portals emails will go out. And when I click publish, it will then make that form available. Not going to finalize publishing because I need this for other things I'm doing later on. But very similar process there to how the requirement form workflow worked for us. And a great new addition. I'll just say I've run into a a larger number of folks than I realized in the last couple of months that actually start their application process with manual requests and then want to start publishing forms to them. So, this is a great utility for long term as well as a transition period for folks that started with stage one applications in the legacy portal. Alright. Moving on to another one, and this is the one I'm gonna kinda overview here and then go to a live demo as well for things. I have a couple slides. So one of the most common errors for folks that, adopted the portal earlier on and particularly very early last year, a very common error when considering applications that folks got was a field exceeded character limits, which often resulted in frustration working with your applicants and grantees having to publish for revision, tell them to update information to resubmit it, fixing forms, rechecking validation on certain things. We have cleaned up and introduced a new feature in the consider process. So if you have not been considering applications recently because you're out of cycle, this will definitely be new to you. Or, basically, if you run into one of those errors, you get that lovely message. Something cannot exceed a certain number of characters. You will now have the ability to basically force that application into your system through the consider process, using a new checkbox to allow you to truncate field values to meet character limits. When you do so, it's going to bring it in and only bring in the first 255 characters, for example, on this one. Once it comes in and that application moves to your historical, it will be clearly identified as a form that was truncated. There will be an icon next to the application, a little blue eye icon. And when you click on it, it will open up and show you the applicant's value, quick you up there over and over and over again, and then show you what the truncated value that was pulled into the system. So it'll be easy to identify, look at the original information, plus the PDF copy is going to have the original applicant value as well on there. So take a quick look at that. I can over. Again, I just submitted this application a little bit earlier today to show. I'm gonna go ahead and pretend there's nothing wrong with this application and go ahead and consider it. I don't know. It's gonna take a moment or two. I'm gonna get my little error up here that there was something going on wrong with it. Just gonna refresh. We can see my error message there. I'm exceeding the number of characters. Oh, Jason, I'm I'm jumping in. What I'm seeing right now is truncation workflow for applicant and grantee. portal. I. I'm in there. Alright. was starting me stop see a. lot of we're not seeing the live demos, and I was suggesting to people in the background, you know, refresh your browser, try to get it there. But I think I'm seeing the same thing. I wanna make sure we're sharing the proper screen so we can get these. get these folks what they came here to see. Hey. It would be really helpful if I hit share screen and not share window. So there we go. It would be nice. That be it. Yes. But, Bobby, Okay. Joe, we got you covered. Sorry about that, folks. We're doing a little bit of review right now, though, so, I think we're I think we're gonna be in good shape. Yep. I will go back and do the multistage thing, in a second because I'm assuming that demo did not go through as right. So I'm gonna stay here on the consider option and then go back and do that multistage one. Thank you, we're. getting a lot of love, Jason, and I'm gonna dive back off. Alright. See, that's why I got Ryan in the background there. He's my hero. Alright. So I tried to consider this application just a few seconds ago, and it's giving me that wonderful error message that many people may be familiar with that the project title can't exceed these characters. I can now go back to this application. And now I'm gonna choose I'm aware that that error message is there. I'm gonna accept it. I don't wanna publish this for revision. I don't wanna send it back to the applicant. I'm going to understand. I'm just gonna pull it on in and go ahead and consider the application. Now through the magic of our updates, it's gonna consider. I'm not gonna get a new pop up of the error continuing. It is going to move over to my historical tab in a moment where I already have one from earlier. On this particular one, I'm able to click on that special icon. This is what the applicant submitted that exceeded my character limit, and this is the truncated value that is now saved in the grant making database. Again, this is also going to be viewable on the original PDF option, for folks to take a look at. But we can now bring in those applications that are getting that error. They're not gonna sit there. We're not gonna have to deal with forced revision requests. Of course, very much free to deal with revision requests for other things or when it is appropriate that we want to do that. Alright. So I'm gonna go back to that multistage application, process. I'm gonna pull up that request that I was using. I'm glad I didn't actually publish it, so I still have it available. So this is a request that I manually created. That's the workflow that I'm specifically looking at. I created a request. I saved it. This did not get created through an original application submission. I now want to publish request type forms to this particular organization and the contact, and I'm going to publish to multistage application. So this button will be viewable on those requests that are not already linked to the applicant granting portal. I'm gonna be able to push that right there, choose the program, the cycle, and the request form that it is tied to. And then if I were to go ahead and publish that, it would then send out a notification email and grant access to this form in the applicant granting portal. And I'm gonna save that there because I'm probably gonna have to use that later on, again, maybe to rereview. Alright. Taking that screen away. Okay. So those are our first two features there, that truncation workflow and setting things up for the applicant and grantee portal for those multistage applications. The next one is just gonna be a quick thing on screen here. No demo. Actually, no screenshot because it's not something that screenshots very well, to be honest. But we did update, the permissions within the pending submission screen. So when you're doing your duplicate check process and the consider processes, if you utilize our branch security feature, that screen now honors the branch security definitions. So if you do not have access to applications for a specific branch that is enabled in your system, you will not see them. This does require that those request forms are set up properly with the branch field and being set to correct value. If we have time at the end, very end, I may jump in and kinda demo this, and kinda walk through here. If you have branch, you know you have branch. Feel free to, reach out to support. If you're not, seeing this work properly, it may even mean that your fee your forms need to be updated and have the branch field added and set up to code those forms. If a form does not have the branch defined on it as an initial submission, any user will see it in the pending submission portal, and you'll have to transfer it to the appropriate branch. Again, this is specific just to those folks that utilize this, feature. Okay. There we go. Something we updated to help streamline workflows. Many, many, many, many, many, many folks ask, hey. How do I know applications are in the screen to process? How do I know there are new things I have to take action on? Can I get instant notifications? Or, you know, how do I know there are new applications? So we did update our standard dashboard utilities, specifically our online application and reporting dashboard utility to now be able to manage the workflow of pending submissions, that have come on in. So you do not need to go to applications, pending submissions, and check and see if you have anything there. You're actually gonna be able to use the dashboard part, and jump directly to it, and access those pending submissions. So, again, this is the one I'm gonna do a quick live walk through. And I'm gonna look at okay. I do see the screen change there. I actually have the kind of the back end of the presentation minimized, it's not distracting, but now I can see my screen change. So that's great. So with this new part, it can be added by using the add a part option and choosing online applications and reporting. There's no setup or anything on it. It will just add this dashboard part right to your dashboard for you. The lower portion is still tracking applications and requirements from the legacy portal if that is active still for you and being utilized, where the upper section here is going to all pertain to the new workloads that we have. If I select on pending applications, it's just gonna quick jump and bring me right to my pending submission screen. Right on in here and allow me to go ahead and move forth with things. A change to this, something that actually has made it more beneficial, if I were to consider only three or four applications, this number will stay, but it'll just reduce by the number of applications that I considered. And if new ones come in and I refresh the screen, the number will go back up again. So it'll always show what you have remaining waiting there, to be processed and considered. It will also show you how many applications you've sent to revision and be able to jump right to that tab. And if there are any requirements in that action needed tab where you may have to publish those requirements revision or take other actions, on those to resolve them. So, a nice quick jump there reduces the need to, you know, click and go to pending submissions to check. You can see right off the bat when you log in, I have applications sitting and waiting, ready for me to process things right there. Again, very quick and easy to add. Add a part. Choose the online applications and reporting. You can add it to any tab, and feature right there. And the numbers are quick links that'll bring you right to the utility so that you can process things. So while you're not getting pop up notifications or anything, once you log in, easy notification, reducing your need to check around things and just go ahead with the work that you need to do. Cool. Alright. Back to the other screen. Alright. Another great feature that was recently added, very recently, actually. When you are in the forms manager and you are building forms and you are using contact tables to capture contact information as pretty much every form does, go through there. You can now reorder the fields in the contact table. So you do not have to accept the forced order, of things. You can now move them around to what makes sense from a data entry standpoint. Okay. Now I'm distracted by seeing the chats and some woohoos and stuff going on over there. You have no idea. I'm beyond excited for this myself. The number of times I I got very awkward data entry setups that I was forced to do because the fields were in a very set order. Now I can move those things up and down freely, and nicely to be able to accommodate those things. So I am going to go ahead because this is a great one to show and make everybody very happy and excited. Open up my forms manager here. I just have a fun generic form. Alright. So I have my contact table right here. I can go ahead and edit. And now in my columns feature, I can move things down one at a time. I can move things up, and I can use the drag and drop utility if I wanna bring something all the way down to the bottom and I don't wanna click the down or up arrows 800 times to move things around. So this is really gonna make things go together nicely, especially if you have those questions like, you know, are you a student? And then you have another box like, if so, what year or something, and they're selecting. Those questions are gonna go next to each other now, not with a big random gap of other pieces of data in between them or that. I will do a quick caution, you know, just, you know, if you do, you know, rename or relabel something, you know, make sure you know what fields you're putting in what order. So if you move around and accidentally change the wrong label, you're gonna get data in the wrong section there potentially for that. But, yep, you can easily move these things up and down now. I think I threw a small ticker tape parade in my home office here when this was introduced. Right. Okay. So those are all some new things that we've introduced. Obviously, over the winter months, in particular, over the holidays, things are a little bit slower. There's lots of folks out of the office. We also don't, release a lot a lot of new features towards the end of the year and the beginning of the year. So, you know, folks dealing with end of the year and all that stuff are not impacted by releases and things. So we'll be having some more features starting to come out very soon. We have a couple items that we are doing some kind of final testing and previews on internally before we release those things out. And I am going to do a special preview for you because you are a special audience today, for that. So two things that are going to be coming out shortly, and by shortly, I don't have a date. Our internal teams are really making sure they're in the best shape before we give them to you. We don't wanna give you something that's, almost ready. We wanna give you something that's ready. So our services, support, and internal teams are really taking a lot of time to break these things before we send them to you so you don't have to break them for that. But two items that are coming up. One is related to an earlier release that was covered in our last session, which is the ability to run reports on in progress and submitted applications from the applicant and grantee portal. And this is a similar option to run reports for requirement based forms that are published to the applicant and grantee portal, being able to run-in progress and submitted reports those particular items. The second thing that is coming, and we are doing a lot of testing, and working on, is updates to the duplicate check validation process. I'm gonna dig into that one, in a little bit more detail. But I'm gonna go ahead right now, and I am going to bring a preview. Again, this is a internal demo site that we're doing testing on, so special preview for folks. So in our analysis report manager area where all of our bucket standard reports live, we have our report manager options, and we have our new library of applications reports. Our legacy reports have moved down to their own separate library. Up here, have our applications reports. Previously, we released these in progress and submitted applications detailed reports. Those came out, last year towards the end of the year. And now we have introduced in progress requirements, submitted requirements, and outstanding requirements to run on in here. So in progress requirements, I'm just going to go ahead and generate this one as an example. As always, date ranges are important. You can now select which forms. Just to make sure I get stuff in the report, I'm gonna select every requirement form that's offered on this site. And you can choose the output that you want this report to come in and when you generate. It may take a moment, and that report is going to pop up up for you there. It's going to sort and group by form. So it's gonna put all those forms together. Gonna magnify that a little bit. It's gonna let you know the organization that it was published to, the account that you published it to, the parent request that that requirement is a part of, last time a grantee did any edits to that requirement form, and then the specific requirement ID, that is attached and associated to. This is not live yet. This is coming soon. This is a preview. So you will not see these reports right now for the requirements. This is a preview of things coming soon. Alright. We're doing kinda final testing, different resolutions, you know, kinda things that we wanna make sure it looks great before it goes out the door. So look forward to this being in the what's new section, hopefully, in the coming weeks. Right. Alright. So that is whoops. The reports coming soon to a system near you. Next up is some updates to the duplicate check validation option. So as of right now, as of today, if you are linking contacts and organizations, when you're on that pending submission screen, you select an application to consider. You get the screen where it suggests this contact is this one or it's a new contact. The organization is being linked. As of today, the information that's on the application, the contact's information and the organization's information, If they're being linked to existing records in grant making, they are fully overriding. So any changes to email, addresses, names, 100% are overriding right now with no control or selection to say, I don't want that to update, option. That is something that we have gotten the feedback, and we have been working on updating that feature to allow some limited control for you to be able to say, no. Don't update that. I don't want the application information. I wanna keep my database information for this. So, again, this is not live. You will not see this in your systems. This is a preview, of things just to show you the direction that we're going on there. Our teams, again, are actively working on it, and doing calls and validations on things. But we know a lot of folks have been waiting for this. So we wanted to give you that preview to build up that excitement so you can look forward to it. And I see that chat going right now. You guys are chomping at the bit. Alright. So here is our very familiar pending application, pending submissions screen right here. These two are specifically application set up to, kinda walk through this procedure. Thank you to my colleague, Nick, for doing some data setup work for today's presentation. When I go ahead and I consider an application, we're gonna see right here a little bit of an update. One, something that we have added recently is just displaying more information on the screen. This should be live right now. This portion right here, so you're gonna see more information from the applicant's input. So when it is offering matches, you can be do a better job about choosing yes. Link to this one. Don't link to that one. So that is live. You should see that additional information displaying. Now I have some more control. And, again, this is not the final screen. Some of these things may change before it goes out the door. I'm gonna be able to choose I don't wanna update any fields when linking. I want to ignore the applicant's information a 100% for the organization record. I will choose to read the application and many man manually upload update things as needed or update the existing record with all the different fields. So if there are changes to the organization record based on the applicant input, I want to update all those things. Or do I want to skip certain fields? Here on the right, this is what's in grant making today, the organization's name, the organization's address. This is the applicant's input for the organization, again, based on the matching selection that I made. Highlighted in red is the new information. This is information that is different. Obviously, the name of the organization is different. The address is different. I'm gonna ignore updating the name. I wanna keep Animal Actors Guild, but I'm gonna choose to update the address. So I'm selecting which ones to skip, and it's highlighting that for me right on in there. And I have the same option when looking at contacts. Again, we're displaying a little bit more information on the screen, things like the applicant's email address. I can choose I do not want to update any of Ginny Appleton's information, or I want to update and select to skip updates. I don't want to change Ginny's name. I wanna keep Virginia in my database. But, yes, I want the new address, that is included there. There are some things, that may not be updated currently, meaning it is a limited list of fields that we're gonna allow for skipping. Think of primary things like address, phone numbers, email, the standard name, not the legal name of the organization, but the standard name, and the name fields on the applicant. They'll be introducing limited fields when we reduce release this. Our release notes, and KB articles will have the specific list of fields that are included, for organizations and contacts. Again, this is the preview. Not the final version, not the final way it's going to look back. Again, we're looking at feedback internally just to make sure that it's it's easy for you to use, clear, understandable, and plus our support and services teams are also making sure that we test and validate it, before it goes out the door to you, right there. So something to look forward to coming on and through. So great exciting things there. Alright. Like I said, because it was the holidays and, you know, it's a little bit lower to release things, That's it for what we had for the what's new and the what's recent. Happy if there's any trending things or things coming in the q and a that we pick up that kinda what's recent list from our last session. If there's anything that people wanna kinda reexplore from that previous session, pending my ability to pull up adequate data or examples, we could potentially look at a couple of those things and some of the remaining time. But, Ryan, any big things in the q and a that we wanna kinda do a live thing for? I'm sort of taking a a a look at there's been a lot that's coming in. We're trying to keep up with it and trying to publish the ones that seem to be resonating broadly. Yep. Questions a lot of questions around truncation. But Nick particularly has done been doing a fabulous job answering those questions. I'm looking for some that might be representative because, like I said, there has been a lot coming in. Great. So some just general things like notification things. So kinda going back to the dashboard part here since I see, something in the chat about, notice of requirements received, for example. So, yeah. So requirements don't require processing. When an applicant hits submit on a requirement based form, it's auto received and just goes right into the system for you, assuming there were no errors that would put it in the requirements action needed. So this was fairly similar. We had the same kind of issue with our legacy portal that once you retrieve the requirement forms, it didn't let you know which ones you retrieved. So a standard option, and I'll build a dashboard part live to demonstrate this. I'm going to go ahead and create a table. I'm gonna create a table for requirements. And, specifically, I am going to add a filter here of received date. If I put the filter of received date, and I can do something such as this week and last week, this will display and show for me all requirements that were submitted by applicants this week and the previous week, and things will drop off if they're older and just things. That's not the common dashboard part that people use to display requirements that are received. Additionally, once we release those reports, you'll be able to look at these submitted requirements reports to see these things as well and filter that based on date ranges. So that that's addressing Kim's comment there. And there's a lot of questions on the requirements that we're getting in. Some of them I see right at the base of the chat there, resubmitted requirements, get extra notifications, notifications on when requirements are submitted, Yep. Due dates reverting back to the last date saved is one thing I'm seeing on that. But a lot of requirements questions I'm seeing come through here. Well, I know most of those things sound familiar. I know there are a of open support cases on some of the requirements workflow in particular. The applicant grantee portal, we, utilize requirements, very differently, than the other program that uses the applicant grantee portal through there. So we have actually added an additional group of developers that are specifically working with our teams on addressing primarily requirements workflow items. I don't have any specific statuses or notes on there, but a lot of those things that I see kinda coming through our comments, those are all things that, our support lead, Rob. Rob was here. Rob is very much, on top of those things, managing, those cases and working with our internal teams. But it's one of the primary things that our development teams are working on addressing is issues revolving around requirements and those. So doesn't answer a lot of questions, but it is a huge concentration for us because we realize it is something that needs to be resolved a 100% before we fully move on and close out the legacy portal. Absolutely agree. I'm also seeing questions about access to the q and a. A lot of questions about access to the q and a and some about recording. If you registered for this event, even if you didn't attend today, within about a day, usually tomorrow morning, maybe you will get a link to this recording. I believe you can see the q and a, in there. I've been approving questions in the background, which should post them to the q and a whether you asked that question or not. Trying to do that for sort of questions that are representative of what's been coming through. So you should be able to re get it that way. But it's not something we would necessarily compile and send out, to this to the to the attendees, to the registrants. But again, you will get a recording. I just threw a link into the chat as well. I've seen a couple things just about just general information. Maybe some folks are new in our organization. They're not familiar with the applicant grantee portal. Some folks are still actively going through the transition, on things. So our, customer success resource page, when we started to roll out the portal, Ryan, myself, and other members of our services teams, put together a lot of resources. We have some overview things on there. We actually have the latest functionality from the fall video. The previous segment to this is posted on there as a video where you could actually look at some of the deep dives of previous things there. That is a great page to bookmark. It's concentrated right now on resources around the portal experience. But as we look at other things that come down the road, it's not uncommon for us to post other webinars that our services and customer success teams work on together as things there. So some great resources to click through. It also gives you links to everything, including our help, training, and documentation links all through there as well. So it is a great super hub to bookmark and keep right in there. Very good. And I wanna go back to the q and a questions that we're getting. I think it was Britney, I could have that name wrong, said that when you watch the recording, unfortunately, you can't click that load more button in the q and a, so you only get what's on the screen at the time. So, like I said, we don't really send out the q and a. But if you want to, you can certainly copy and paste what's available in there. And, Don, you mentioned specifically maybe AI could summarize the major q and a themes and solutions. I want you guys to know that a 100%, we take the the comments and the questions and the topics that come out of these conversations. We do consolidate those and feed those back to the product team, to let them know what people are interested in, what people are questioning. It not only informs, sometimes product direction or what product prioritization for updates, but it also informs what we as the CSM team look to put out for you in the community, in webinars like these, etcetera. So definitely all of the feedback that you've given, whether your question has been answered yet or not, comes back in here and we will take actions based on what we're hearing from you in these sessions. Additionally, it also informs things like our support team for potential knowledge and our documentation team on things where documentation needs to be chained. So, yes, we we kinda do that analysis, and things there for you. So, outputs will come from this. You just may not necessarily know of them because it may not be obvious, unfortunately. And I will we're about to wrap up here. Jason, thank you so much for presenting this. Apologies for some of the screen share issues at the beginning, but I think we recovered those items. Janine, I'm seeing your note in the chat. If you're experiencing that, please do open a case with our support team. They would I would very much want them to take a look at what you're seeing there. They can help determine whether this is a bug or something that may be just off with settings in in your instance. So please do. Whenever you're running into something like that, open a case with support. Yeah. Alright. And just a quick recap. resolution it coming on? this time. Yep. You go you go, Jason. Yeah. Just got, again, a quick recap, closing thing things out here as well. The five what's new things, so these were all released since our last what's new that we hosted in the fall. These are all live and available to you now. At least most of those impact everybody where one of those features is just for a specific subset that uses our branch security options. So all those things available right there for you. And then we did do that preview. These are things you do not see in your site right now but are coming soon, and we are making sure they're in the best shape before they go out the door. And that's gonna be that additional reporting for requirements, being able to run reports on submitted and in progress, and then updates that duplicate check validation, allowing you a higher level of control over contact and organization information that updates than is available today. Look for that in that what's new section in there when those things come on out. Very. excited for this. Just, you know, for the chat right there, I always like to gauge if folks wanna kinda throw a woo hoo or yes. You know? Do you find these types of what's new for us to highlight features, in this on a regular basis? Would you like to see this continue throughout the year? In there, please throw your comments in there for us. We constantly look at what's the best way to introduce these things. Many of these are also introduced to our training team through, like, mini videos that they put in the what's recent. We always like to say different options for different folks. So if you'd like to see more of these on a quarterly basis, please throw that in there, and we will do our best internally to work through those things. Yeah. Some of it will probably just be contingent on how much we have released in a given quarter too. Meaning, if there's not enough to cover, we may not host something. We don't wanna be on here and take everybody's time just for five minutes. You know? We're okay to go look at those things, but wanna make sure that we're providing the resources that you guys are looking for. I'd say that's fair, Jason. You're getting a lot of yes, yes, yes, yes, yeses there in the comments. And two other things that I will leave you with today. One, I saw the question about Impact Edge and maybe some other sort of development in the product. Again, I would point you to the product update briefings that'll happen at the April, early May. We do them twice a year. There will be a lot in there about sort of what's coming from, reviewer portal to ImpactEdge integrations with other systems, that sort of thing. Look to that meeting to really talk about what the path forward looks like for BBGM. And then you mentioned it earlier, just a few seconds ago, Jason, but I cannot more strongly recommend the trending topics, what we used to call microlearnings in Blackbaud University. These are free to everybody. You don't need a Learn subscription, to access them. But from, the Blackbaud University page, you can choose BBGM as your product. Scroll to the bottom of the primary Blackbaud University page. Choose BBGM, and over to the right, you'll see trending topics. And those cover a lot of this functionality, but we still like to meet in these groups to sort of walk you through what these really look like as a group and, appreciate everybody's feedback and taking the time today to meet with us. So, Jason, fantastic job. Thank you so much for being here. To the folks in the background and doing some of the q and a on here, we appreciate your time too. And with that said, everybody have a great rest of your day.