CommunitySuite Idea Lab

  1. Creating a new profile

    I would be great if you could create a new profile in one step instead of clicking create. Add name, one address, one phone, etc. and then save. Then click edit to customize profile. It would be easier to just create a new profile in the customization view instead of the short view.

    17 votes

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  2. Filter by TOTAL Donations in Donor Report

    We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.

    8 votes

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  3. Ignore Suffixes on Searches

    The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.

    11 votes

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  4. Tribute & Tax Receipt Templates: Adding Custom Fields as Template Fields

    We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.

    7 votes

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  5. void

    When a payment is voided it would be nice if the bank reconciliation stated voided beside the payee rather than just reflecting a credit on the reconciliation.

    7 votes

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  6. Tributes

    Tributes
    The ability to search existing profiles when submitting a name in the box: "Whom to Notify". Currently, when we type a name here, it generates a new profile, even if the individual is already in our system.

    45 votes

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  7. Make GL account inactive

    We want to be able to make GL accounts inactive without deleting the history attached to the accounts. Right now the only way to clean up the GL codes is to close/delete ONLY if there is no transactions.
    Please add "Inactivate" option to the accounts. Thank you.

    9 votes

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  8. Add FromFund to Donation Report

    Add the FromFund field to custom donation report options.

    8 votes

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  9. fund advisor portal grant notification-advisor specific

    Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.

    16 votes

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  10. fund statement student name

    Currently, we are using the {{vendor_name}} merge field for all grantees on our fund statement template, but this is pulling the student name for scholarships instead of their school name. It would be helpful if there was a different merge field we can use to pull school names for scholarships.

    9 votes

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  11. Description on Journal Entries

    It would be helpful when posting a journal entry if a description is entered in the Create Journal Entries field to autofill into the Fund Entry field.

    25 votes

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  12. Household profile Anniversary

    It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

    17 votes

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  13. 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

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  14. deposit slip to more then 18 items

    Would like to be able to print a deposit slip that has more then 18 items which right now we can't. Maybe the additional items can print on another page?

    5 votes

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  15. Note consolidation (spans too far down page and not wide enough (expand box))

    Show all headers on top line expanding across the page (note box is too narrow):
    ID, Sticky, NoRollup, When, and Who

    Instead of showing it as all on separate lines.
    ID
    Sticky
    NoRollup
    When
    Who

    6 votes

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  16. deposit date

    It would be helpful if the date that prints on the deposit slip is the actual date of the deposit--not the processing date. The correct deposit shows in the transaction detail, but won't print on the deposit slip. Please correct the coding for this!

    16 votes

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  17. voucher grants

    Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.

    13 votes

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  18. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.

    9 votes

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  19. Gift/Grant Reports Since Inception

    Love the ease of pulling grant/gift reports from the fund's main profile, but really wish there were either an "all" or "since inception" field. We often run these quick reports while on the phone with someone, and it never fails that I have to stop, go back, look at the fund's start date, hit grant report again so that I can add an inclusive date range. Silly, but slightly aggravating!

    5 votes

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  20. notes by date

    Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.

    7 votes

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