1302 results found
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populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
20 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
20 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
20 votes -
Fund Advisor Portal - make Fund Steward email address a hyperlink
We noticed on the Legacy Portal that the Fund Steward email address is a hyperlink but on the Fund Advisor portal, it is not. Was wondering if that is something you can enable?
20 votes -
Would love to be able to set the default dashboard period
Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
It would be great to have a default setting for this!!20 votes -
Bio field on primary profile page
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.
20 votes -
Fund Design - Permission for adding fund images and description(s)
Our Communications team would like to be able to add photos and fund descriptions but we are very hesitant to give them full fund edit permission. Can you provide a new "Fund Design" permission so that this can be accomplished?
20 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
20 votes -
Student Name Display on Scholarship Record
On a scholarship record the name from the profile comes over as Last Name, Title, First name. We would like to have student names read first, last retaining the ability to sort alphabetically by last name. This causes problems with the award letter(see previous ideas) and with the check name when we use the student as the payee- it comes out as Last Name, First Name. Most banks don't take that so we need to fiddle with it in excel.
19 votes -
Downloading the Campaign Registration List for Event Check In
When pulling the registrant list for an in-person events, it would be ideal to select the info and layout of the list, such as all registrants with guest info below, and organization info if the participant used their organization.
As it is now, there is a lot of sifting necessary to narrow down the list to make an effective check in list.19 votes -
Additional Color Style Selections, please!
Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:
- Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
- Background color behind login form
- Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the…
19 votes -
Historical Donations - Editing the Donation Comment
The Donation Comment for historical donations needs to be editable just like any other closed donation. There is an [edit] link beside it, but it takes you to a 404-error page when you click it.
19 votes -
deceased
When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.
There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.
19 votes -
grant minimums by fund group
We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.
19 votes -
Fixed Assets and Depreciation
I would love a Deprecation Schedule module in Community Suite! Currently, we pay our auditors to track our fixed assets and we could purchase software, but it would be great to have it integrated. Thanks for considering!
19 votes -
Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
19 votes -
Profile Types & Permissions
We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…
19 votes -
Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data
In an effort to move to more ACH payments, we would like an integration of a cloud-based, third party billing service. At our foundation, we have no interest in collecting our vendor and grantee's sensitive bank information and storing and entering it ourselves. That is why we believe a successful third-party billing option is the best way to go. We have heard that CSuite is experimenting with Bambora, however, upon our research, we find that this may not completely suit all our needs. Has CSuite looked into working with another billing service, like bill.com, for instance? If not, I suggest…
19 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
19 votes -
Impact Investing: revenue share
Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…19 votes
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