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  1. In an effort to clean up our database, we've been marking profiles as "inactive" if they don't meet recent activity requirements. We recently discovered that those inactive profiles aren't showing on the list of possible profiles when a donation is being entered; therefore, a duplicate profile was created. We would find it helpful if the inactive profile was still listed in the drop-down menu so we would know that it needed to be "reactivated" so the donation could be processed properly.

    1 vote

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  2. In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?

    3 votes

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    0 comments  ·  Portal  ·  Admin →
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  3. When we receive donations from a DAF fund or Trustee it would be nice to have that as a profile type to select instead of Individual, Household or Organization.

    2 votes

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    0 comments  ·  Profiles  ·  Admin →
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  4. With the coming changes to the portal, specifically, with the multiple paths to login (PIN or ID/PW), this would be a good time to bring the login log up to date also. Some changes to consider maybe be:

    Completing the logoff field to indicate whether the logoff was via "Log off" or if the log off was due to a Foundant reset.

    Consider an inactivity timeout. An hour would be a good start (an option to choose inactivity minutes would be better).

    Log in and log off timestamps (log in Ts already exists).

    Add information about the validation method of…

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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  5. We'd like to see a field on the main page of the donor profile that allows us to enter donor biographies (2-3 sentences), we'd like it to be a field that will pull into reports. This is a feature Blackbaud offers and is so nice when pulling a donor report for staff, board, and volunteers to prepare them for donor engagement.

    5 votes

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    6 comments  ·  Profiles  ·  Admin →
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  6. It would be helpful if we could merge funds together and maintain the history of both.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
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  7. We are hoping to be able to use the portal to house donor's grant letters. I wish there was the ability put these letters on the portal with a mass upload instead of one-off via files and the share checkbox. Currently, if a donor wants to see their grant letter we either mail or email that letter, but we are hoping to encourage donors to use the portal more and having grant letters on the portal would be another customer service touchpoint to our donors.

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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  8. Grant approvers - When assigning grant approvers, consider a system that ensures fund representatives or primary fund advisors do not approve their own grant requests. There should be a way to mark requests that require approval. For example, if parents designate their children as fund representatives, the children can request grants, but the parents must approve them. However, parents should not be required to approve their own grant requests.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →
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  9. It would be helpful from a Donor Development standpoint to have a column next to the fund name that says open or closed under the relationships tab on the household/individual profile. As we continue to establish new funds, make changes to existing, or close funds, it would be helpful to have a column that says open or closed or even if the fund is italicized (like for relationships that are not active). You don’t know if it is open or closed without clicking on the fund name.

    4 votes

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    0 comments  ·  Profiles  ·  Admin →
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  10. Would it be possible for donors to receive Candid/Guidestar data via CSuite? It would be great if donors could get that information.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  11. It would be great if the credit card donation button could be hidden on internal Grant Catalogs that are visible only to Fund holders. We're using an internal Grant Catalog to collect Donor Advised grants to our annual competitive grant cycle, and some of the donors are getting confused by the two buttons even though we tried to clarify which one to use in the instructions. If the credit card button could be hidden while the Catalog is internal, and then unhidden when it goes public after the grant cycle ends, we could avoid this confusion. Thanks for your consideration!

    1 vote

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    0 comments  ·  Grant Catalog  ·  Admin →
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  12. Many screens have the 'Log' menu item, but not all of them. For example, Fund fee type has a 'log' button to see who edited it, but Admin Fee types does not. But if you go into "Logs" and add a few filters, you can create a filter that approximated what the 'log' button would have done for that screen.

    It would be best if all screens that had any sort of editable data on it had a 'log' button on it that would create a filtered log list for that item.

    10 votes

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  13. I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.

    5 votes

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  14. I am wondering if CSuite could make it possible to add an Org profile to a household. This would be extremely helpful for donor roll-up reporting. We have many donors who hold DAFs outside of the foundation. When necessary, we create an Org profile for these DAFs. Over time, our donors may give from different entities (as an individual, as a household, and/or from their external DAF). For internal reporting, it would amazing if we could add the external DAF to the household so that in a roll-up report we get a summary of donations from all entities.

    In the…

    1 vote

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  15. It has been a few years since this was posted and archived so I'm trying again. It would be amazing to have a way to standardize/validate addresses and add zip+4 based on how the USPS wants them. There should be the ability to have a valid address suggested and/or option to keep the address as entered.

    2 votes

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    0 comments  ·  Profiles  ·  Admin →
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  16. It would be helpful to have a checkbox to track if a thank you has been sent for each donation. It looks like this used to be available but no longer is. Sometimes a thank you is sent via email, phone, or mail and it would be helpful to have a simple 'thank you sent' check box to keep track of this.

    1 vote

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  17. There is a closed post related to this but it still doesn't seem to be resolved: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46455940-inactivate-a-letter-template

    I'd like to be able to hide, delete, or deactivate a grant letter template even if it has been used with a check. When used with a check, you cannot delete a template. This would help clean up the list of available grant letter templates to choose from when some become defunct.

    3 votes

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  18. Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

    3 votes

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    1 comment  ·  Profiles  ·  Admin →
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  19. Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.

    1 vote

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    0 comments  ·  Profiles  ·  Admin →
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  20. Less an idea and more an observation of inconsistencies between the online version and paper version of fund statements within the same batch that requires attention. The page count of the online statement is accurate for that statement (i.e. "1 of 5"), however the page count of the paper statement gets recalculated for the full size of the paper file (i.e. "1 of 306"), as though a new batch of statements have been generated rather than compiling the already generated individual statement PDFs into a single document. Can you fix the process for generating paper statements so that the document…

    4 votes

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