CommunitySuite Idea Lab

  1. All Dates Option

    When running a donor/donations/grants/grantee report from the funds page, it would be nice to have an option to select "all dates". When I'm running these reports, I find the majority of the time I want to see all donations/grants to/from a particular fund, not just for a certain year or quarter. I'm constantly typing in a date range of 01/01/1900 - 12/31/2019. Not a major concern, just something I've always thought would be helpful.

    45 votes

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  2. 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.

    45 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Recurring Donation Login

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    45 votes

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  4. 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.

    44 votes

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  5. 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!

    44 votes

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  6. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    43 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Default Grant Fields

    Service Area, Grant Type (for which we use NTEE codes), and Grant Advisor must be entered for every grant. It would be helpful if the Service Area and Grant Type were default based on the profile of the grantee, and the Grant Advisor were default based on the fund.

    42 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    41 votes

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  9. Search profiles by address

    In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.

    41 votes

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  10. Set default grant type on the grantee profile

    Have the ability to set a default grant type ie. Healthcare, Education, Human Services so when a grant gets generated for that grantee, the grant type carries over to the grant.

    40 votes

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  11. 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…

    39 votes

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  12. Flag profile to have portal access ONLY

    It would be nice to be able to flag a profile to have access to the online portal, but not be labeled a fund adviser. For example, many of our clients want their quarterlies to me mailed to their accounting firm, etc - however, having their name show as a fund adviser is misleading!

    39 votes

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  13. functional expense report financial view

    It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.

    38 votes

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  14. Copy a campaign

    It would be nice to have the ability to "template" a campaign or copy a campaign when they are yearly (or more often) occurrences. It would be beneficial not to have to rebuild ticket types, prices, sponsor levels, etc. from scratch when you are working with a reoccurring event.

    37 votes

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  15. Deceased Household Profile to Show in Living Individual Profile

    When looking at a deceased household profile, it is easy to see that the profile is deceased as there is a red bar at the top of the profile page. However, when looking at an individual non-deceased profile who is a member of a deceased household, there is nothing on the living individual profile page to alert you that the household is deceased. It would be helpful if in the living individual profile, there was a note next to their household name that alerted you the household is deceased without having to click into it and verify. Thanks for considering!

    36 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Save

    Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    36 votes

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  17. Manual Fund Statement Upload under Statements in MyFund

    Right if you want to run a single fund statement, not a batch, you have to do it manually and then attach it as a file to the fund and press 'Share' for it to be uploaded to MyFund. However it shows up under 'Files' instead of 'Statements'. Is there a way the option to choose which tab you want it under could be created?

    36 votes

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  18. Bulk Edit Fund Screen

    It would be great to have the ability to freeze the fund names on the left hand "name" column when bulk editing funds. Currently when you scroll to the right you lose the names of the funds you are trying to edit and it's really difficult to complete edits.

    *this idea was originally posted by someone else in Aug 2019 but no comments or implementation so far

    33 votes

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  19. 1099-NEC

    Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.

    33 votes

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  20. Notes

    Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.

    33 votes

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