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Ability to use any contact information in merged fields for correspondence and email templates through Document Manager.
Currently, for letter templates, we can only add merged fields for the primary organization contact and primary grant contact. However, we should be able to address a letter to any contact found in GIFTS (affiliations/contact records), as long as ...1 Reviewed: Voting Open
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Introduce org-level default payment types
We currently have two payment methods; cheque and electronic, with cheque being our global default payment type. Once our grantees are set up with electronic payment all future payments for them will go electronically, however as there is no abili...0 Reviewed: Voting Open
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Reorder or alphabetize ribbon menus
Not sure how the functions are listed in the ribbon menus – but they aren’t intuitive to me. Add functionality that allows a user to reorder the ribbon menu functions. Or sort in some obvious way – maybe alphabetically. Thanks0 Reviewed: Voting Open
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Add "Top" button at the bottom of each record
It would be helpful if there was a "Top" button on each record so you could quickly get to the top of a record instead of having to scroll all the way up. There is one in the Workspace which is helpful.1 Reviewed: Voting Open
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Uploading emails - make 'due date' the date the email was received
In Classic View, using the Outlook add-in, the 'due date' of the resulting Activity would be populated with the date the email was received and the 'done date' would be the day the activity was created. In SKY View, both of these dates are the dat...4 Reviewed: Voting Open
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Notification for Undeliverable Emails
It would be helpful to receive notifications for emails which aren't successfully delivered to our applicants/grantees through the Blackbaud Grantmaking database.2
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Resize sections on an individual record form by using the padlock, formerly in Classic view
In Classic, there is a padlock icon for the user to lock expanded/collapsed sections on a record form to suit their viewing needs. Whilst you can expand/collapse sections on a record form in Sky, the padlock to lock and keep the customisation is n...0 Reviewed: Voting Open
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TAB thru fields when adding a new contact
It seems we have to move the mouse the each field rather than being able to Tab forward. This is extremely inefficient! I am adding 30-100 new contacts at a time and I have to mouse thru each one.3
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Automatically publish requirements to the grantee portal
It would be great if there were an option in settings or within a request to automatically publish requirements to the web for grantees1 Reviewed: Voting Open
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Client Admin should be able to share dashboards to ANY role
We recently launched GO and are finding it very frustrating that Client Admin cannot share dashboards to all roles. We have created a number of standard dashboard parts for all roles and need to share these out which at the moment requires changin...