CommunitySuite Idea Lab

  1. Fund Advisor email alert for statement in portal for paper statement types.

    Currently, those with statement types of "Online" and "Email" receive an email alerting them to their fund statements being available in the Fund advisor Portal. If there could be an email alert option for those who have paper statements as well that would be helpful, as it might encourage "paper" types to check their fund portal before they receive their statement in the mail.

    1 vote

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  2. Unused check numbers

    I appreciate the new ability to record unused checks, but I cannot record an unused check if its check number has been used by another checking account.

    1 vote

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  3. Filter out internal grants in

    Please add the ability to filter out Internal Grants when running a Check custom report. Thank you!

    1 vote

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  4. Recurring Grant: Calendar End Date Option

    When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…

    5 votes

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  5. 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.

    1 vote

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  6. bulk delete duplicate invitees from a campaign

    With a list of 673 duplicate profiles in a campaign, I would love to be able to select, and bulk delete, the profiles from the Invitee list. It would also make it easier if a column with the profile number was included by the name.

    6 votes

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  7. Link grant to Opportunity

    We would like to be able to link a grant to an opportunity. We are hoping to use opportunities to track our relationships with potential grantee organizations and then link a grant (internal or external) in the end.

    2 votes

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  8. Donor portal view multipayment grants

    Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."

    3 votes

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  9. tax receipt templates by campaign

    I love being able to designate tax receipts by fund. I wonder if it would be possible to designate them by campaign as well. When we run a special event, we often create a campaign to track the donations and create a special letter for that. It would be awesome if donations for that campaign would automatically route to the special letter. Thank you for the consideration--you guys rock!

    2 votes

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  10. 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).

    3 votes

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  11. donor portal email

    Please make the Fund Advisor login NOT case sensitive. Many donors are accustomed to entering their emails with various mixes of upper and lower case characters. All fund advisors emails in CSuite appear to be lower case. The donor portal interprets a case difference as a different email and does not allow a login, or a forgot password email to make it through. This is causing lots of issues with our fund advisors.

    9 votes

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  12. yearly tax receipt

    When I'm in a household donor page I can see a combine list of household and member donations. I would love to have an option to provide a combine yearly tax receipt just like that, that combines member and household donations. Currently I have the choice of only a tax receipt for household donation or a receipt for member - but nothing combine. If they send a check in with both member names on it it is put as a household donation, but if they are on their personal fund advisor portal and make a donation it lists it under…

    1 vote

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  13. stripe

    When campaign tickets are purchased online via Strip, use the revenue account from the campaign (since we can indicate it there) and/or allow us to indicate a donation type to specify the account to post the donation to instead of using the default account. Most campaigns are special "events" and the donation goes to a special account and not our normal contribution account.

    2 votes

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  14. Gift Value per security/stock

    Add the gift value per security on the gift summary. It would also be helpful to have the proceeds on the same screen if possible

    1 vote

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  15. Remove Closed Funds from Reports

    It would be wonderful if the funds that are closed didn't show up in the reports. Versus having to filter them out all the time. Thanks,

    2 votes

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  16. Links Export from Organizational Profile missing relationships

    Links Export from Organizational Profile needs to include relationship and roles for individuals on the export. While the screen shows the individuals role and start and end dates, the export does not.

    2 votes

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  17. organizational role

    Allow filtering by Organizational Role and Organization Linked to. Currently, when trying to filter by the type of role and organization linked to the result is an or scenario. In other words we track board members with several organizations and subsidiaries of ours, if i want to pull a report of board members for just one of these organizations it will not do that, it will list all board members for every organization that has someone with that role.

    2 votes

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  18. Enable filtering by bucket "status" field like New, Unfunded, Import....

    Let's end the institutional discrimination against grant buckets like New, Approval, Unfunded, Import, Catalog, GLM, Request. What did they do to deserve being excluded from the Filter > Status field option? That field is currently reserved ONLY for upper-crust elite members like buckets Voucher, Paid, Complete.

    This inequitable othering will not stand. Why limit the filtering capacity for more than half the grants pipeline?

    1 vote

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  19. loi printing

    Add feature to batch print completed LOI and application packets all at once not just individually.

    1 vote

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  20. It would be helpful to be able to add fields to the current Fund Summary report to include: Fund open date, date last gift and last grant

    It would be helpful to be able to add fields to the current Fund Summary report to include: Fund open date, date last gift and last grant

    2 votes

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