CommunitySuite Idea Lab

  1. move donations to new profile

    Be able to move a donation(s) to a different profile. For example, a donation gets posted to a person's "business" profile in error and should have been posted on their "personal" profile.

    Right now, you have to create a new profile then reconnect all of the funds and then disconnect the funds from the old profile.

    16 votes

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  2. Retaining Stripe ID when merging duplicate profiles created by Stripe

    We discovered that when merging duplicate profiles created by Stripe, Csuite will eliminate the Stripe ID from a gift - which makes it pretty darn hard to recover the data for a recurring gift. Please set criteria to retain this ID and its associated data in merging profiles.

    6 votes

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  3. Bulk edit funds to add minimum fund balance

    It would be nice to use a bulk edit option to add the minimum fund balance amount to multiple funds at once. For example, add a $10,000 minimum fund balance to all Donor Advised funds at once rather then having to edit each fund individually.

    4 votes

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  4. Category of Address

    It would be nice to have the ability to update the Address Type category. I currently am not able to delete or add new Type. Therefore, one cannot mark multiple addresses as home, work, ect.

    3 votes

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  5. inactive users

    Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.

    5 votes

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  6. Distribution

    Ability to run distribution calculations by fund.

    7 votes

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  7. Salutation Field for Fundholder Portal Registration Email

    Within the Site Custom Field options, it would be great to be able to use the {{Salutation}} field in the advisor log in email that goes out to new fund advisors.

    Currently, it is only possible to use {{Name}} which creates an email that reads as:

    Dear John Smith,

    This is rather stiff and having the ability to populate just the first name would be greatly appreciated!

    3 votes

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  8. opening balance

    Add "Opening Balance" to custom reports. We use this for quarterly reports and would like to run reports to show how much a fund was opened with, rather than having to go back and pull opening gifts manually.

    3 votes

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  9. Add grantee street address for view in donor portal

    Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.

    4 votes

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  10. Can you please give us the option to mark Organizations as Inactive?

    We have quite a few businesses in our database that are no longer in existence. Can you please give us the option to mark these records as Inactive just as we are able to for Individuals?

    I'd like to run a report where I didn't have to drill down into mailing addresses to determine if a record was still active. Also, an inactive mailing address does not indicate that a business has closed, it can also indicate that the business has moved.

    19 votes

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  11. scholarships

    Preparing GAAP financial statements requires that the portion of scholarships that are not scheduled for payment within one year be classified as NON current liabilties. It would be very helpful to have an aging report for scholarships payable. If there is a report available showing scheduled payment dates, please direct me accordingly. Thank you.

    5 votes

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  12. Customize grant letters before emailing

    We so appreciate the ability to email our grant letters, thank you for bringing that improvement! I imagine this will be more difficult to pull off on a technical level than some other suggestions being made for improvement, so this falls into the category of "shoot for the stars!"

    Would it be possible for you to enable the ability to EDIT the grant letters before emailing them? Despite our having many templates in place, to try and cover all of our various scenarios, we find ourselves often having to make edits to the grant letters we generate for printing.

    As…

    9 votes

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  13. hide columns in bulk edit

    Bulk fund edit is great but it would be nice to be able to hide columns like Excel can so the fund name (or short name) is visible along with columns to the far right of it.

    18 votes

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  14. bank reconciliation- Select all button

    Adding a "select all items button to bank reconciliation

    12 votes

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  15. fund history - grants

    Fund History graphics - option to have a column chart in the portal that shows total grant dollars per year rather than by month. Total grants at a glance!

    8 votes

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  16. Prevent Posting/Printing a Check for a Negative Number

    Twice now we've had checks print for negative numbers. Could we build in a popup that says "are you sure" before we post and/or print a check?

    4 votes

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  17. Donation Notes

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    5 votes

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  18. Custom Field Word Wrapping

    It would be helpful if custom text fields would word wrap similar to the way the Notes area does. We would like to use a custom text field on funds but don't like how it stretches the fund information table out to the width of the screen. When that happens it then pushes down the Fund Advisors, Grant Approval, and Fund Profiles information below the Fund information instead of on the right side.

    4 votes

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  19. 3 votes

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  20. recurring

    For report options on recurring grants, please add the number of recurrences to the export. We don't have a way to double check a group of recurring grants without looking at each one individually. Also, once a calendar end date is implemented, please add that as both a column for the export and something that can be filtered on.

    3 votes

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