1259 results found
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aallieri@cfpbmc.org
Show closed funds, with an indicator, on the Fund Advisor Portal so fund holders can continue to see the funds history. We have had this request from a few of our fund holders.
6 votes -
email grant award letter
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull…
3 votes -
Option to rename "login" button for Portal
Please add the option to rename the "login" button for the Portal when accessing from the Giving Hub.
When a fund advisor is logged in to the Portal and navigates to the Giving Hub through the "Donate" tab, it may appear as though they have been logged out since the button to return to the Portal says "Login." Being able to change the name of this tab would allow fund advisors to easily see where to click to get back to the Portal.
35 votes -
is there a way to change the name of the button in event registration from ticket to registration
Provide the option to change the name of the button in event registration from ticket to something else in order to customize for organizations. Example we do not use the language of ticket but reservation since we do not physically provide tickets for an event.
2 votes -
Fund Advisor Portal: Total Grant Distributions in Calendar Year
We've had several fundholders reach out and ask to see a summary of their total grantmaking for the calendar year at the top of the portal screen. This would be a summary amount similar to current balance and amount available for grantmaking that would be easily viewable on the fund summary page.
13 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
6 votes -
Proposed: Financial Advisor Portal
Concept Overview: A third portal type (or a distinct configuration mode) that mirrors the affiliate portal's grouping functionality but is purpose-built for the financial advisor relationship.
Key Features: Fund Grouping
The financial advisor should be able to organize their clients' funds into logical groupings — by household, family name, client tier, or advisory team. This mirrors the affiliate portal's grouping capability without co-opting the affiliate record type.Separate Record Type: Rather than using the Affiliate record, CommunitySuite would introduce a Financial Advisor record (or profile type) in the CRM/contact layer. This keeps the data model clean:
- Affiliates = supporting organizations…
2 votes -
OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES
It would be great if there was a way to save edited acknowledgments/tax receipt letters to profiles without having to download them and reupload them to the files area. We have soooo many different scenarios that we simply cannot put in enough tax receipt templates, and we are always making several edits to the templates. This means the letter that is saved with the gift is not what actually was sent.
With FIMS, we were able to click a button to run macros after we were done making edits, and it saved all the letters in the file to each…
28 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.
19 votes -
Internal Grants Display Differently Between Portal List and Export
When you look at the Grants within the portal, the grantee column shows the name of the fund to which an internal grant was made. When you export this same data the csv file shows the grantee name as the name of your foundation, which is causing confusion for advisors who are comparing the two. Is it possible to have the grantee be the fund name in the export as well? It would be also be great to be able to customize the fields that are included in the export beyond the default selections.
2 votes -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
9 votes -
Sent Date for Manually-Sent Tribute Notifications
We have a need to send some notifications for donations on tributes manually while processing others (on the same tribute) in bulk. This is not an intermittent need for us; it happens weekly. We should be able to do this by processing the one-off notifications manually, then running the remaining notifications through the bulk process. However - CSuite doesn't add a sent date to tributes that are sent manually. It does show the action in the log, but not to users or in reports.
Can you please have the sent date populate for manually notified donations on tributes?
7 votes -
Add the 'Log' Menu item to every screen that has data on it.
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.
26 votes -
Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)
Show what tax receipt template will be pulled when I am on the donation record (to match the recent enhancement to grants)
14 votes -
Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would…24 votes -
Tax receipt
When I uploaded a new default tax receipt template, I see that it is applied to all past donations. For example, a tax receipt that was sent on 4/9/25 does not preserve the actual tax receipt that was sent - what is preserved is the date and time stamp, and when I click "tax receipt" next to the printer icon, what is created is a tax receipt using the most recent default template. Would it be possible to also save the tax receipt that was sent at the date/time of the time stamp?
4 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 -
EIN # on Payment Notification
Please add ability for EIN # on Payment Notification --
Need to expand and make available merge fields within Content spaces for Grant Post Notify:
{{#foreach grant}}{{fundname}} :: Grant {{grantid}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}ADD --> EIN: {{EIN}}
2 votes -
Multifund Donations - same fund, add description fields per
Occasionally, we receive a donation to a single fund but with more than one restriction. For example, a $100 check will arrive with the restrictions of $70 be used for purchasing materials and the other $30 for general operations. Currently, we would make two separate donation entries of the same check number/donor and include the restrictions in the respective description fields.
An idea to keep a singular donation profile and these multiple designations would be to have the ability to create:
1) multifund entries to the same fund
2) optional description field per multifund entry5 votes -
Tax Receipts: Separate fields for Donor profile and Donation Advisor
Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these…
13 votes
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