815 results found
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Closed Funds should appear in Red in Relationships tab
When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.
72 votes -
12 votes
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Outlook Plugin for CommunitySuite
Can currently copy profile ID for profiles in Little Green Light when sending emails out of Outlook and the email will automatically attach to the profile as a note. Big step backwards for them to have to manually copy and paste or attach emails to profiles in CommuintySuite.
Would really like to have an Outlook plugin that would allow them to sync emails into CommunitySuite.12 votes -
notes on donor portal
Please link donation notes so they are viewable in the donor portal. It is labor-intensive to have to compile all the notes for a particular fund and send them on to the fund founder. We recently had 168 gifts made in a donor's memory and had to pull these into a separate file to share with his widow.
23 votes -
Profile Merge should include all fields
Coming from Raisers Edge where we had comprehensive options to include / exclude what was merged from the source profile to the target profile, we are finding some gaps for what is included with a profile merge in CSuite. We are finding data that does not come over to the target profile from the source profile which requires additional manual entries to restore all information back to the merged profile.
Below are the fields that are not being considered in the profile merge based on testing in our Sandbox as of this date (5/23/2023).
Please include --
Work Title -…
80 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
11 votes -
Custom Additional Fields for Tickets in Event Campaigns
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we…
28 votes -
campaign tax receipt
When you setup a campaign event you are not allowed to suppress the automated online donation tax receipt. So the donor receives the campaign event tax receipt and the online donation tax receipt. It would be helpful if foundant could add a check box to suppress the automated online donations tax receipt letter for campaigns without affecting all online donations.
8 votes -
Add conditional logic to custom fields
It would be great if we had the ability to enable conditional logic to custom fields.
12 votes -
Allow bulk updates via data imports (csv with unique IDs)
Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.
12 votes -
Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
11 votes -
GLM/SLM changes syncing with csuite profiles
Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.
9 votes -
Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record
The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.
10 votes -
Add multiple payment types and banking information to profiles
Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.
11 votes -
Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
14 votes -
Bulk Profile Updates and Note Additions
Similar to a bulk profile import, there should be a function to mass update features of profiles that all need the same update. For example, we recently pulled our 'unsubscribe' list from MailChimp after a universal email campaign and found that 406 people would like to unsubscribe. Currently, this needs to be done manually...going into each profile to select "do not email" and then adding a note as to why we are marking them this way. It would be fantastic to have an option to upload a CSV with a 'command' to mark profiles from the unsubscribe report with an…
13 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
30 votes -
Adding an additional column for Registration beside RSVP and Attended
To complete online registration, the registrar needs to provide their details, including credit card information, and optional the guest's name; the guest must be included to enable RSVP confirmation and appear on the guest list.
If the registrar represents an organization, the RSVP status won't be displayed in the profile. Is it feasible to incorporate a registration column for this purpose? Please note, that activating RSVP to yes will treat the organization as an additional guest, impacting the total RSVP count.9 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
10 votes -
In Campaigns, allow for bulk deleting of profiles that do not have rsvp 'yes'
Add ability to bulk delete profiles that do not have rsvp 'yes' in a Campaign so only those profiles that are expected at an event are on the list. This would be hugely helpful at event check in to make the process move quickly. Also add option to sort by guest last name in the Campaign profiles tab.
10 votes
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