CommunitySuite Idea Lab

  1. copy gift

    It would be very useful to have a COPY function when creating gifts. Many times a batch of gifts is received on the same date, going to the same fund, so we'd just have to update the donor name & amount. This was available in FIMS and saves alot of time.

    thank you for your consideration

    32 votes

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  2. Check numbers on voucher statements

    We would like to see the corresponding check number be added on to the voucher statements as our auditors are now requesting we save them.

    32 votes

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  3. Print grant letters for checks only and email grant letters for electronic grants only

    Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
    It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
    Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.

    31 votes

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  4. Choose When to Begin Charging Admin Fee for New Fund

    Oftentimes when creating a new fund, we won't want to charge an admin fee for the first quarter after the fund is initially set up. However, there is no option to choose when to begin charging an admin fee for a new fund. Currently, we either have to leave off the admin fee of the new fund and remember to return after charging the quarter's admin fees to add a fee code or we have to go ahead and add the admin fee on the new fund at setup and remember to review the list of new funds before charging…

    31 votes

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  5. Do Not Solicit checkbox for profiles

    For solicitations specific to the community foundation, we need to be able to filter out folks who want to hear from us generally but don't want to be asked for donations. A solicitation-specific option akin to the Do Not Call/Do Not Mail/Do Not Email would be perfect.

    31 votes

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  6. duplicate and recurring donations

    Would be great if we could duplicate donations the way you can duplicate/copy vouchers.

    We have some donors that give the same amount every time (but not recurring).

    It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.

    31 votes

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  7. Fund Statement Template Fields

    It would be very helpful if the fund statement field available for equity accounts - equity_(account number) - were available for all account types (income, expenses, assets, liabilities). We have some unique calculations that are needed for certain fund types and if we could just pull account balances from specific accounts, we would be able to do the calculations on the template. But since the various account types (except Equity) can only be displayed within their own "block", we are unable to make these calculations and therefore have to produce the statements outside of CommunitySuite.

    30 votes

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  8. Customize user experience for Campaigns

    Please add the ability to customize user experience for Campaigns. Adding the ability to customize the body of the email constituents receive when registering online. Current emails do not have any event details or contact information for constituent to feel confident/safe enough to download the attached Campaign receipt template or click on the link to submit missing guest names. Additionally we are unable to print the campaign receipt template to fulfill constituents request for a printed copy being mailed to them.

    30 votes

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  9. It would be nice if we had the ability to set grant numbers like they were in FIMS.

    Our old system numbered grants 2017001, 2017002, etc and then at the beginning of each year we would reset so it started with 2018001. It made it easy to tell which year a grant was made in.

    30 votes

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  10. Till method for Stripe

    It would be great to turn on the till method for stripe. That way we could aggregate transactions for the day to match the amount that ultimately is put in our checking account.

    30 votes

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  11. Financial View Copy Option

    We have many funds (outside of DAF and Endowment Funds) and each one needs a little unique financial reporting needs. It would be great if I can copy a Financial View design and tweak it as needed, instead of creating from scratch each time. Thank you.

    29 votes

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  12. Tag to close fund option

    It would be great if we could have a function called 'Tag to Close Fund' that allows you to tag any fund that needs to be closed and then can be assigned to someone through a task or something comparable.

    29 votes

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  13. Totals when building vouchers

    It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.

    29 votes

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  14. Campaigns and Opportunities Flag When Entering Donation

    When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

    28 votes

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  15. Statement vouchers -format dollar amounts to show commas

    When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).

    27 votes

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  16. ACH payment option

    At some point, do you think you will add an ACH payment option that processes through or syncs with CSuite? This would eliminate entering payments twice - once through CSuite and once through our bank's Bill Pay portal.

    27 votes

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    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Fund recognition name

    It would be useful to have a field at the fund level where the recognition name (if different from the fund or advisor name) could be set up. This field would need to be able to be merged into grant transmittal letters and report-able in custom reports. This would allow more flexibility in recognizing fundholders who submit grants through the portal, as well as for the Foundation's fund listings.

    For example, if Jane Smith submits a grant online from the Smith Family Fund, the grant letter can be set up to list Jane and John Smith as the donors if…

    27 votes

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  18. Print Envelopes for Tribute Notifications

    It would be really helpful to have the ability to bulk print envelopes for the Tribute notification letters. It could go on the Tribute's Report Printout screen similar to how that function works when generating the donation thank you/tax receipt letters. We do quite a few notifications of memorials or honors, so we're really looking for a way to not have to print envelopes one-by-one. Thanks!

    27 votes

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  19. 990 Report

    For the 990 report under the "Nonprofit" section there needs to be additional columns added in order to meet IRS reporting requirements. We need the IRC added as well as the grant purpose.

    27 votes

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  20. accounts payable

    Increase the number of "recent vouchers" on the create vouchers screen. 5-10 vouchers would be better than 3.

    26 votes

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