CommunitySuite Idea Lab

  1. 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

    149 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    16 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    71 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Merging profiles with attached files

    When merging profiles, attached files do not migrate to the merged profile. Instead, the attached files from the deleted profile are lost. Please allow attached files to carry over to the merged profile.

    43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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!

    55 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    37 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    58 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    36 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    70 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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…

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. First-Time Donors

    Add the "first date" field to the Donor Reports Filters.

    I had to delete 35 years of first date donations to get the 2020 first-time donors. Not efficient!

    53 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.…

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. functional expense report financial view

    It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.

    33 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Transaction Audit Log

    Please make transaction logs available for every type of transaction (included deleted) that show user, date, transaction number and action taken. I had a deposit deleted and cannot find out who did it (it was a mistake I'm sure). Every accounting program I have worked with has some sort of running record that shows who did what and when. It's an excellent tool when building roles for access and for auditing.

    47 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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?

    83 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Detailed general ledger report

    It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

    This report would make it easier to review data.

    52 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 4th Equity bucket

    In Canada many foundations put the interest & earnings from the investment pool into a stand-alone equity account as a reserve or capital stabilization account. CSuite can only support 3 defined equity accounts. In order to put this into the account each month it is a manual journal entry from the default fund balance equity account to the 4th equity account. If the system were able to support this 4th equity bucket/account it would allow this process to be more automated; reduce manual intervention & risk for errors.

    21 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Fund Advisors Access

    In our jurisdiction (BC Canada), it is against the law to reveal donors' personal information to anyone without their consent. Currently, when fund advisors are given access to their portal, they can see the names of donors to their funds. We cannot allow this. We would like Foundant to provide an option to "hide donor name" in the Fund Advisor/Donor Portal Options under System Data.

    31 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 45 46
  • Don't see your idea?

CommunitySuite Idea Lab

Categories

Feedback and Knowledge Base