CommunitySuite Idea Lab

  1. Totals when building vouchers

    It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.

    29 votes

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  2. SubFunds Listed on Statements

    We are customizing our Statements of Activity and want them to include all SubFunds. I clicked the box and it appears to be pulling that data correctly. However, nowhere on the statement does it indicate in text that those subfunds are included, so when our fund advisors get this Statement, they aren't sure. Is there an IF Mergefield I can use at the very top, under the name of the umbrella fund, so that IF that particular fund has subfunds it will state "includes all data from NAME OF SUBFUND, NAME OF SUBFUND, and NAME OF SUBFUND" so that it's…

    8 votes

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  3. Budget reporting

    The actual to budget reports only show the actual amounts/accounts if there is an associated budget. Would like to see all actuals even if there is not a corresponding budget.

    18 votes

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  4. Adding an 'Other Detail' to the Email Fields

    It would be helpful if there was a field in the Email area to add a short note or bit of information. For example, we have fund holders who have given us their executive assistant's email. A note next to the address would clarify why the email address is there.

    12 votes

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  5. Changes to gifts or grants will initiate a new email to fund advisors

    When staff members make changes to gifts or grants that have already been posted. I.e. date changes, then the system re-sends the email to the fund advisor. This is confusing to the fund advisors. It would be nice if CSuite recognized that an email had already been sent and will not send another one.

    15 votes

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  6. If Pledge is Anonymous, Make Donations Anonymous, Too

    It would be nice if the system automatically made a donation anonymous when it is linked to an anonymous pledge.

    9 votes

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  7. Flag profile to have portal access ONLY

    It would be nice to be able to flag a profile to have access to the online portal, but not be labeled a fund adviser. For example, many of our clients want their quarterlies to me mailed to their accounting firm, etc - however, having their name show as a fund adviser is misleading!

    39 votes

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  8. Tribute Templates by Fund

    The ability to assign tribute templates by fund instead of by the individual tribute would be very useful. In our experience, every tribute donation we receive is only for one fund, so assigning a template at the fund level (similar to how it's done for donation templates) would save us from remembering to choose a different template when we don't want the default used on certain funds. Thanks.

    9 votes

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  9. API for Constant Contact

    We are wondering if there are plans to integrate Csuite with Constant Contact in the same way that you did with Mail Chimp. We are exploring moving to Mail Chimp, but don't want to go down that road if you are planning to integrate with Constant Contact in the near future.

    9 votes

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  10. cleanup screen

    Santa thinks this might be a good idea...

    Can we please create a cleanup screen to identify profiles with no activity (meaning, the profile isn't a grantee, donor, fund advisor... nada.) so that we can simply remove the unwanted clutter from our system. Thanks for considering!

    16 votes

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  11. Page numbers on multiple page reports

    Having page numbers shown when printing several pages of information would be nice.

    16 votes

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  12. It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    22 votes

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  13. Print envelope to different address than what is on a check

    Currently to change the address we have to go to profiles, change the legal name and/or address, print an envelope, then return to profiles and change info back to what is was before changing the address.

    Can an alternative address be added to profiles for use in printing envelopes and be an option when printing an envelope.

    13 votes

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  14. Bold the Fund Names or the Donor Names when using the search box

    It would be nice if the Fund Names or the Donor/Grantee Names would be bolded when using the search box. This would help distinguish between the items and make it easier to find exactly what I am looking for.

    I think it would look best if the fund names were the ones that were bolded. :)

    8 votes

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  15. email log for profiles

    I would love to have a way to view emails sent via CS located on the profile tab. This would include emails sent via Fund Advisor login, online donation emails that include the attached tax receipt, etc.

    Thanks!
    Missy Belles

    19 votes

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  16. sell ticket

    Add a field for additional donation when selling tickets, similar to purchasing tickets online.

    11 votes

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  17. Search profiles by address

    In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.

    41 votes

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  18. Add multiple "Other Payment" payment methods

    Currently, you can only have one payment method of other. We would like to have multiple "Others", for instance "Other - Canada Helps" and "Other - Square" so we can easily separate these out.

    16 votes

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  19. Access to campaign (event) data by Fund Advisors

    Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for us would be to empower clients to run their own events!

    20 votes

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  20. Tribute Sorting

    It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.

    8 votes

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