CommunitySuite Idea Lab

  1. Add full Org Contact Name field to Fund Advisors Export CSV - or at least a prefix!

    Now that the 3/3/21 Update has added the ability to: "include the {{fund_advisor.address}} merge field to include the contact name and contact title for organizational fund advisors on fund statement templates," could an organizational fund advisor contact name field also be included in the Fund Advisors Export CSV?

    At the very least, could the contact's prefix be included in this export so that an external merge could allow the cobbling together of a proper business contact name (and salutation, if one has not been entered in the record) directly? (The first and last name do appear in the Fund Advisor…

    1 vote

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  2. 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.

    1 vote

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  3. Difference on Journal Entries

    It would be helpful when posting journal entries to have a difference amount between the debits and credits.

    1 vote

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  4. Effective date in Journal Entries

    It would be helpful when viewing transactions within a GL account to have a column for the effective date that differentiates between the post date and the effective date.

    1 vote

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  5. Address Dates

    It would be helpful if address dates did not require a year.

    1 vote

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  6. Global search by dollar amount

    It would be helpful if the global search had the capability of searching by exact dollar amounts.

    1 vote

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  7. Import Distributions

    It would be helpful to be able to import distributions (spending policy) from a previous audit details report or other csv or Excel file.

    1 vote

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  8. Distributions tab order

    Can you change the tab order on the distributions screen so it goes directly to the amount? It is the only field you can edit. Then enable the arrows (or simple tab) to go directly to the next field that can be edited.

    1 vote

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  9. Option to reverse a tax receipt

    Currently once a tax receipt is marked as sent there is no option to mark as unsent, if you accidently click sent then it does not allow you to include that donation in the bulk process. Instead of using the bulk process you must go into the individual donation and populate an individual tax receipt, this is time consuming and can cause missing a tax receipt.

    2 votes

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  10. Fund Balance Report Nonspendable and Open Payable totals

    On the Fund Balance Report it would be helpful to have a column for the nonspendable as well. It would also be helpful to have a column that shows the total open payables per fund.

    1 vote

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  11. Dollar Total on Distributions Review Screen

    Can you please add a total dollar amount on the review screen when creating distributions?

    1 vote

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  12. Batch multiple vouchers for multifund grants

    When a multifund grant is created the system separates it into line items that requires you to click on "create" for each line when creating an accounts payable voucher for AP to write one check. It would be very beneficial if there was a way to select more than one line and create the vouchers in batch. It would not be as beneficial if you had to select them all because sometimes we don't want all of the lines to be paid at that time due to cash flow considerations. Please see attached.

    1 vote

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  13. New and Return Donor Reporting

    Currently there is no information or way to pull a report for a donor who has given in the past then waited a few years and donated again. We track this information so it would be helpful to have this option, currently we look back at donation history when each donation is entered but some could get missed with this method.

    1 vote

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  14. Email tax receipts templates

    The option to email tax receipts directly from a donation does not provide a customization option that you can save, you have to edit the text that will be in the subject and body of the email each time. This is very time consuming if you are sending out multiple receipts and want a more personalized email to accompany the tax receipt.

    1 vote

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  15. Copy distributions

    Please consider adding the ability to copy previously posted distributions with an updated post date. We would still need the ability to edit, post and download audit details from the copy. This is helpful for quarterly spending policy distributions.

    1 vote

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  16. recurring grants by percentage

    I have several endowment funds that grant annually to the same grantee(s) by percentage, e.g., 50% to A, 25% to b, 25% to C, of each year's annual distribution. And always wanting the checks to be mailed the same day every year. Using beneficiaries and recurring grants, would love a function that would do the annual math since the amount changes each year.

    0 votes

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  17. Make "invited campaigns" visible for profile types beyond donors.

    Many profiles - civic leaders, or organizational profiles such as grantees - may not be donors or fund advisors, but are part of campaigns which represent a relationship or opportunity. Making invited campaigns visible for those profiles shows at a glance whether they received an invitation, a newsletter, the annual report, or a solicitation, etc. Currently we can't see that without going through a lot of extra work through the campaigns - but if Csuite is truly a relational database able to do segmented and targeted "opportunity" marketing, then this feature has to be incorporated to display important partnership relationships…

    2 votes

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  18. Enable relabeling of "Show all funds list" on donation portal

    The prompt at the bottom of the donation portal reads "Show all funds list" and takes you to a list of funds unchecked as both promoted and private. For us who don't list ALL funds there, the label is misleading for donor. Allow us to relabel it as needed to say "Search other funds"

    2 votes

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  19. Scholarship Description Merge Field

    We would love to be able to merge the scholarship description into our scholarship letter. This helps the schools know more about the award and why the student was chosen, as well as how the award can be used. This field is not currently available to pull into templates, but would improve our workflow!

    5 votes

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  20. mass add for notes

    When I'm noting contact to prospects, I'm adding the same note to multiple profiles. It would be nice to be able to do a mass add.

    1 vote

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