CommunitySuite Idea Lab

  1. campaigns

    When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.

    60 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stripe duplicates

    Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

    Please also:
    - add 'date created', and the ability to sort by date created in the duplicates form
    -devise a bulk de-deduping process

    175 votes

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    17 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Duplicate Memorial/Honorarium Profiles Created

    Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!

    82 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. RSVP Count in Campaigns

    When invitees are added to a campaign, the list is broken up over several pages. A 600 person list might have 4-5 pages, for example.

    The RSVP count should show a total on the front page. However, the RSVP count shows a separate total for EACH page. One must click through all pages, then manually add up the RSVP numbers for a total.

    Please, fix this.

    24 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Income statement - YTD over YTD comparison

    We appreciate being able to run YOY comparisons, but we would like the ability to do a little more fine-tuning of the dates for comparative purposes. Currently, we can only run a full year comparison (or a full year vs a partial year).

    As an example, what if we wanted to run a YTD report for Q3... and compare that to the same YTD period for the prior year?

    If we try and enter 1/1/2018 - 9/30/2019 and select YOY, we get a report comparing a full year to a partial year. It shows us figures for 1/1/2018 - 12/31/2018…

    79 votes

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    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Drill down in financial reports does not include sub-accounts

    When I drill down on a number in a financial report (income statement, for example), if any transactions exist in a sub-account included in that number, those transactions are not included in the drill down detail that appears. The detail that appears should agree to the number in the original financial report.

    47 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    43 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. donor portal email

    Please make the Fund Advisor login NOT case sensitive. Many donors are accustomed to entering their emails with various mixes of upper and lower case characters. All fund advisors emails in CSuite appear to be lower case. The donor portal interprets a case difference as a different email and does not allow a login, or a forgot password email to make it through. This is causing lots of issues with our fund advisors.

    16 votes

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  9. Allow reports for Org roles to show if the role is active or not

    Currently you are able to set Org roles as inactive or active, but it is not reportable. This means when a report is built to list those associated with the org roles, it shows all profiles with no way of sorting the ones that are currently active. It would be great if we could filter by whether or not that are active, or how some indication (like italics) that show the difference.

    25 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Test System Emails Before Sending

    We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

    72 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    21 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sandbox Sync Date

    It would be nice to know when the last time the sandbox was synced. It could be a simple status line System Data. Better yet, maybe something that everyone could see, like in the red "this is your test site" line - "this is your test site (mm/dd/yy)". But having access to it anywhere would be great.

    22 votes

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  13. zip codes

    The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

    49 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Visibility for grant checks cleared

    As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.

    This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…

    14 votes

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  15. filename of tax receipt letter

    We very much like that we can generate and send the tax receipt letters out by email from within CSuite.

    However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.

    Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt

    22 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Print grant letters for checks only and email grant letters for electronic grants only

    Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
    It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
    Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.

    31 votes

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  17. Historical grants - Newest to Oldest

    When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.

    81 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Express consent to share donor info with fund holders

    In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.

    The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:

    [_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…

    18 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make "invited campaigns" visible for profile types beyond donors.

    Many profiles - civic leaders, or organizational profiles such as grantees - may not be donors or fund advisors, but are part of campaigns which represent a relationship or opportunity. Making invited campaigns visible for those profiles shows at a glance whether they received an invitation, a newsletter, the annual report, or a solicitation, etc. Currently we can't see that without going through a lot of extra work through the campaigns - but if Csuite is truly a relational database able to do segmented and targeted "opportunity" marketing, then this feature has to be incorporated to display important partnership relationships…

    39 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    124 votes

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    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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