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  • Known Issue: GuideStar Answers

    GuideStar Answers are not syncing with the Answer Library. All other GuideStar integrations are working. Until this issue is fixed, your GuideStar Answers will need to be manually copied from your GuideStar profile.

  • Known Issue: Clicking on Dashboard Opportunity Total doesn't pull up list of opportunities making up that total.

    If you click on an item in the Opportunities section of the dashboard you will be taken to a list of opportunities:

    1. If you click on the Amount Awarded, you will be taken to the 'Opportunities' list and see all the opportunities that are set to 'Awarded' for all time.
      • This list is not currently filtered with the date range that is applied on the dashboard (your fiscal year)
      • This list currently does not include 'Awarded-closed' opportunities
    2. If you click on the Amount Denied, you will be taken to the 'Opportunities' list and see all the opportunities that are set to 'Denied' for all time.
      • This list is not currently filtered with the date range that is applied on the dashboard (your fiscal year)
    3. If you click on the Amount Open, you will be taken to the 'Opportunities' list and see all the opportunities that are in these stages: Research, Planned, or In-Progress.
      • This list is not currently filtered with the date range that is applied on the dashboard (your fiscal year)
    4. If you click on the Amount Submitted, you will be taken to the 'Opportunities' list and see all the opportunities that are in 'Submitted' status for all time.
      • This list is not currently filtered with the date range that is applied on the dashboard (your fiscal year)

    You can continue to filter or sort the opportunities by using the 'Search' box at the upper right of the list, or by clicking on the column headers on the list. You can also utilize the filter box on the upper left of your opportunities list - it is used to filter opportunities that are in the particular stage you are looking for. But at this time, you are unable to filter based on date in this opportunity view.

    Current work around: If you would like to get a list of opportunities that are filtered by a date range, please use the 'Reporting' section of GrantHub 

    1. Click on 'Reporting' in upper menu, or select the link by the dashboard chart "view more reports"
    2. Select the pre-built report named 'Opportunities by Status'
    3. The date range is automatically set to your fiscal year.
    4. Click 'Display Report'
    5. This will give you a list of the opportunities in the current date range.
    6. If you wish to see only Awarded, Denied, or Submitted, use the 'Search' field under the chart to filter out just those opportunities. 
    7. You can see the list of Opportunities will then only contain the items you are wanting to see - which should match the values shown in your dashboard. 
  • Known Issue: Quick Add Funder Contact does not save the contact to the opportunity - Fixed in 2019.01

    When using the Quick Add option to add a funder contact to a new opportunity the contact will be created, but not saved as the opportunity funder contact. To add the new funder contact save the new opportunity, select the funder contact, and save the changes to the opportunity.

  • Known Issue: The Note Date Changed is not updating - Fixed in 2019.01

    When a note is changed, the changed date will continue to show the created date. When viewing notes, keep in mind that the changed date will not reflect the date that the note was last changed and include a date with your note to indicate that it was changed.

  • How do I export to text with quotes to CSV or Excel?

    Text with double quotes will not get exported to CSV or Excel correctly unless you designate them with a \" for CSV and a "" for Excel exports. We recommend either using a different character besides quotes, or using the '\' or "" standard if you want to keep them while exporting.

  • I can't open a pdf that was downloaded from GrantHub

    Most browsers will open pdf downloads with pdf viewer plug in so that they can be viewed more quickly without downloading. Unfortunately not all features are available in these plug ins so they won't be able to open some files, such as those containing form fields. To open these documents you will need to change your browser settings so that pdf files are downloaded instead of opened with a browser plug in.

    Chrome:

    • Open Chrome and type "about:plugins" into the address bar at the top.
    • Find Chrome PDF Viewer in the list and click the Disable link to prevent PDFs from loading within Chrome.

    Firefox:

    • Click the menu button and choose Options. 
    • Select the Applications panel.
    • Find Portable Document Format (PDF) in the list and click on it to select it.
    • Click on the drop-down arrow in the Action column for the above entry and select the PDF viewer you wish to use.

    Safari:

    • In the Finder, select a PDF, and choose File >Get Info.
    • Click the arrow next to Open With to exposethe product menu.
    • Choose either Adobe Acrobat or AdobeReader from the application menu.
    • Click the Change All button.
    • When asked if you want to change all similar documents, click Continue.

    Internet Explorer

    • Click on Tools menu > Manage Add-ons
    • Select "Toolbars and Extensions" under "Add-on Types"
    • Select "Adobe PDF Reader"
    • Click on the "Disable" button
  • Known Issue: I can't edit a new bookmark

    When creating a new bookmark in the Links tab of the Resources page it will not be immediately editable. To edit the new bookmark click on the Resources link to reload the page or leave and return to the Resources page. Once you have done this you will be able to edit your new bookmark.

  • Know Issue: Microsoft Edge and Internet Explorer do not support expandable text areas

    When working in Microsoft Edge or Internet Explorer you will not be able to expand text areas such as Description fields. 

    To expand a text area in GrantHub you will need to use a different browser such as Chrome or Firefox.

  • Known Issue: Unzipping files with OSX

    When downloading multiple files from the answer library a zip file is created. This zip file cannot be opened on osx when downloaded in Chrome and Firefox.

    This has something to do with the zip library that I am using, but a few tests have been unsuccessful in fixing.

    Two workarounds exist:

    1) The file can be downloaded individually either via the detail record, or the download link on the summary. 

    2) Downloading the zip with Safari seems to allow the appropriate extraction of the files in the archive.