CommunitySuite Idea Lab

  1. Fund History charts in Portal

    If you implement a look back date on the new fund history charts in the portal, there should be somewhere that shows that date, so donors understand why they may only see a certain time period.

    6 votes

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  2. Expanded Grant Notify Settings for Fund Advisors

    We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!

    8 votes

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  3. report dates

    When creating custom reports is there a way to show the date when you created the report?

    6 votes

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  4. tasks

    Create options besides "done" for retiring tasks.

    When a task is abandoned for legit reasons, it would be great to be able to mark it as such. Also, When a task was added by someone who is no longer a user and it does not make sense to reassign the task to someone else, it would be great to be able to delete it. Only having "done" as a method for retiring tasks from active status leaves a misleading record of what activity occured.

    8 votes

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  5. Please right align all numeric fields, it is much easier to read if they are in alignment.

    Amount columns in some areas are left aligning instead of right aligning which makes it hard to scan through.

    11 votes

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  6. Split / multi-fund gifts

    It would be fantastic to be able to enter split or multi-fund gifts! Having to split into multiple transactions is cumbersome, more difficult to track, and generates multiple letters.

    4 votes

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  7. ID # search

    The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.

    7 votes

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  8. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).

    5 votes

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  9. I need to filter out sub funds in order to get an accurate fund count.

    This was my answer from Foundant. "Currently there isn’t a way to pull this information in a report from CSuite.

    The easiest way would be to export the Funds list by going to Funds then List and select Export CSV. Then in Excel the SubOf field will be in the export & you can filter that way to filter out the funds that are sub funds."

    PLEASE ADD THE ABILITY TO REMOVE SUB-FUNDS TO GET AN ACCURATE FUND COUNT.

    4 votes

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  10. export

    Export data, such as detail transactions, in the same order that is shown on the screen,

    5 votes

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  11. Add "who" when generating a new note

    Add the "who" field when generating a note. Have it auto fill with the person entering the note, but give option to change to another person if need be. Right now to change this information, you have to edit the note, click to edit and then change.

    4 votes

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  12. Add Formula Fields to Custom Reports

    It would be very helpful if simple formula calculation fields could be available in custom reports. For example, when creating a fund report with current fund balance and spendable balance fields included, the ability to add a field that would calculate % of spendable balance to total fund balance for each fund included in the report.

    21 votes

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  13. Connect Tributes to Profiles

    Is there a way to connect a tribute to a profile? If donations are made in memory of someone, shouldn't that also be linked to the deceased's profile? It links to the person who is notified, so why not the deceased. If there isn't a way to link it, is there a way to make that possible?

    12 votes

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  14. Allow up to 3 decimal places on public security quantity field

    Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.

    22 votes

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    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Freeze the Headings in the Grant Buckets

    When looking at each grant bucket, it would be helpful to freeze the top headers so they still remain in view when scrolling up and down. Similar to how you can freeze the top row in Excel.

    4 votes

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  16. Customize Envelope Template

    The ability to be able to customize the envelope template would be extremely helpful. Currently, I have to run envelopes through twice to print our logo and mailing address and then again to print the recipients address on them. The ability to customize the envelope template would not only save time, but printing costs as well.
    Thanks!

    8 votes

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  17. Bulk Edit Fund Screen

    It would be great to have the ability to freeze the fund names on the left hand "name" column when bulk editing funds. Currently when you scroll to the right you lose the names of the funds you are trying to edit and it's really difficult to complete edits.

    *this idea was originally posted by someone else in Aug 2019 but no comments or implementation so far

    33 votes

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  18. Financial View Copy Option

    We have many funds (outside of DAF and Endowment Funds) and each one needs a little unique financial reporting needs. It would be great if I can copy a Financial View design and tweak it as needed, instead of creating from scratch each time. Thank you.

    29 votes

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  19. Short Name: Searchable in many search fields

    We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?

    7 votes

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  20. 1099-NEC

    Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.

    33 votes

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