CommunitySuite Idea Lab

  1. Enhancement to templates

    Desired change: Enhance how organization contact name / address is processed in templates

    Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.

    For donation letters I would like to include at the top of each letter:
    Donors Name (Mr. and Mrs. John Smith)
    Organization Name IF APPLICABLE (Food Pantry)
    Street Address (123 Main Street)
    City State Zip (Toledo, OH 43604)

    A person's title would also be ideal but…

    89 votes

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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. duplicate merge

    When merging a duplicate with two identical addresses, merged profile should only include one address, as it does with email or phone numbers.

    64 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Emailed Fund Statement Subject line

    Ability to edit emailed fund statement subject line...
    There needs to be a way to edit the subject line of the email when the system is sending the fund statements. Currently, it reads something to the effect of: RE: Fund Statements Reviewed 20200101:20200630 Fund Group: 10:Agency-Liabili...

    59 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Track Donor Portal activity

    See an activity log for Fund Advisors using the Donor Portal - dates, amount of time spent logged in, etc.

    56 votes

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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Cover Stripe Fees on Recurring Donations

    For recurring donations through the donor portal where the donor has selected to add the stripe fee, the add stripe fee selection would follow through to the subsequent recurring donations instead of stopping after the first donation.

    55 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Fix Stripe process to better identify duplicates

    When a person donates via Stripe, the system ALWAYS creates a new profile for that person. It is extremely time consuming to unpost (and delete) that Stripe payment and donation, merge the newly created profile with the existing one, and re-enter the payment/donation. We loose all the stripe transaction data too. If the system would simply not auto post Stripe donations, AND allow us to change the donor profile on the payment, this would make a huge difference!

    54 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add "Attach File" to Bank Reconciliations

    Attaching/uploading a copy of the actual bank statement directly to the bank reconciliation file created gives all the documentation needed at all levels of this process. The "Attach File" option is available in other transaction processes within CSuite...bank reconciliations should be included as well.

    54 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Alert to pay multi year grants

    For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.

    52 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    49 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add option to have multiple tributes per donation

    Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes? And have them pulled into the acknowledgement letter template?

    48 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. View Recurring Grants from Fund

    Add the ability to view recurring grants from the individual fund page.

    45 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make the Gift and Grant Notify editable templates

    When you select Gift and/or Grant Notify from the portal, the auto message is not editable and does not look like it's actually coming from our Foundation. It would be helpful to make this an editable template.

    45 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Stripe duplicates

    Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

    Please also:
    - add 'date created', and the ability to sort by date created in the duplicates form
    -devise a bulk de-deduping process

    44 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. split payments

    Split payments to multiple funds in one screen
    We will have donors give to 20+ funds in one payment. It would be great to be able to split the payments in one screen with drop downs for each fund and amount applied. Currently, there are too many steps in the split payment process with the potential of errors.

    44 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Deceased Fund Advisor

    I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!

    43 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Multiple Donation Entry

    Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )

    43 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Csuite files: Add "create folder" ability to funds/Donor Portal files

    Would it be possible to add the ability to have folders for funds and within the Donor Portal? We are finding the ability to add files useful, but having the ability to organize files into folders would be more efficient and make the files easier to find. Thanks!

    41 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. email separate statements to fund advisors of multiple funds

    Instead of one long PDF with multiple fund statements, each fund statement should be emailed separately. That way fund advisors with multiple funds can forward and share, as necessary, with the corresponding boards/accountants/family/etc.

    38 votes

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  19. Formatted 1099s

    It would be terrific if the system could spit out the information for 1099-MISC in a format that could be printed directly on the forms!

    38 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Comment With Tribute Notification

    I'd really like to add a field to the tribute section of a donation that could contain a comment that would then be available for the tribute letter templates. Honor tributes are often made for a special occasion and donors of memorial tributes sometimes add sentiments with their gifts that are nice to share with the family. It would save a lot of time to be able to add these tribute phrases directly into a donation record and have them automatically added to the letters.

    37 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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