CommunitySuite Idea Lab

  1. 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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  2. 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.

    8 votes

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  3. 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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  4. 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."

    7 votes

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  5. 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!

    3 votes

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  6. 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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  7. 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.

    15 votes

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  8. 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…

    3 votes

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  9. 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.

    3 votes

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  10. 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

    2 votes

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  11. 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,

    3 votes

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  12. 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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  13. 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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  14. 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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  15. loi printing

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

    1 vote

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  16. 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

    3 votes

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  17. Allow fundholder to copy past grant request from grants tab

    Our previous portal had an option next to each previous grant where the fundholder could copy the grant, quickly verify the infmormation was correct, then resubmit it without having to re-enter the amount/description/notes.

    2 votes

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  18. API Keys

    We are working on a dashboard for our board and one that is public-facing. It would be great if the API Key worked with the Financial reports!

    2 votes

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  19. Visibility for grant checks cleared

    As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.

    This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…

    14 votes

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  20. Tribute & Tax Receipt Templates: Adding Custom Fields as Template Fields

    We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.

    7 votes

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