CommunitySuite Idea Lab

  1. Editing Grant Category

    We need to be able to edit the grant category after a grant has been paid. The Cycle is editable, so it seems like the category should be as well.

    1 vote

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  2. 1 vote

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  3. check

    It would be great if the "label" field was available on the check template. I have shortened names on the label fields so that they print on one line. We use window envelopes to mail our checks and if the vendor name prints on multiple lines, the whole address sometimes pushes down too low.

    1 vote

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  4. Mailing

    Hello,

    I've noticed when I create a campaign and go to export my invitee list, there is no option to pull their work title. This includes profiles that have work addresses as their prime. When you're mailing an invitee, their work title should be included as an option to have a complete mailing label. Thank you!

    1 vote

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  5. added opportunity type

    Please add an additional tier to opportunities. I'd like to sort my donors and prospects into three to five categories > then list the types of opportunities, ie, bequests, new funds, etc > then shift to tasks.

    1 vote

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  6. Integration with Sharepoint

    We wish there were a way to integrate our sharepoint workflows with CSuite.

    1 vote

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  7. donation pledge

    When entering a donation with an outstanding pledge, have the pledges available list include the pledge's fund name.

    1 vote

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  8. Third Party Emails

    If a student enters an incorrect email address for a third party request, the system tells the student the email was sent. We would like to see if there is a way for the system to notify the student the email address was incorrect/invalid.

    1 vote

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  9. Ability to change multiple check numbers

    I just ran my annual designated check process and the check numbers are off by two. It would have been nice to be able to change the numbers on a range of checks, rather than one by one.

    1 vote

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  10. Batch Email Yearly Tax Receipts

    I know you can prepare yearly tax receipts and email in batch. However, it would be very helpful if there was a cover email to go with it in the content of system data. We would like to be able to say something in the email instead of on the template for the yearly tax receipt.

    1 vote

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  11. Number of Donations

    I would like to be able to generate a list of donors in C Suite who have given only once, especially to identify new donors in the past year. It would be very handy to have a filter that could segregate the list of donors by the number of times they have donated.

    1 vote

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  12. Envelopes and other changes to yearly tax receipts

    The receipting system is rife with problems. For one, donor acknowledgments or thank you are called tax receipts. The yearly contribution statement outlining all of the donors giving activity is also called a tax receipt. This naming convention was a challenge in a recent support request when I wanted to generate envelopes for the yearly tax receipt. The customer support individual was entirely unaware of the two entirely separate processes. I would encourage you to change the naming convention of these two workflows. I suggest changing tax receipts to "Gift Acknowledgements" and the yearly tax receipt to "Contribution Statement." This…

    1 vote

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  13. make a 1099 stock report

    vendor name, address, tax ID, amount paid total in a year, including grantees that need it (scholarships, for-profit business (COVID related) etc.)

    1 vote

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  14. Report to Track Profile Changes

    It would be helpful to have a report or log to track changes within a profile, with the ability to sort by type of profile (Vendor, for example). This might include Org name changes, address changes, contact email, etc. This would be useful to ensure profile changes are appropriate and to identify any changes that may affect areas of business outside of the Foundant software.

    1 vote

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  15. Anonymous Stripe Credit Card Fee

    If a donation is made anonymously and the donor covers the credit card processing fee, the line item for the credit card fee donation is not anonymous; Automatically make both anonymous if the donation is being made anonymous.

    1 vote

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  16. Org Role recorded in log

    Please add Org Role assignment and edits into the recorded actions in the log

    1 vote

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  17. Last Financial Date in Grantee profile

    I dream of a world where "Last Financial Date" in Grantee profile is an available field for custom reports. Helpful for staying up to date which grantees are approaching a date where new documents need to be reviewed. Who's with me!

    1 vote

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  18. mail flag

    Several donors would like to receive our annual report by email to save the cost of mailing, others only want info about grant specific events, etc.
    To be able to flag outliers would be most helpful.

    1 vote

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  19. email history

    Would be nice if the search function in the email history actually allowed you to search an email.

    Would also be nice if when I click the next page I'm taken to the top of the page instead of having to scroll up and then scroll back down to move the page again.

    1 vote

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  20. tributes

    $0.00 Donations - we have some donors who make a donation at the beginning of the year, and throughout the year, they want a portion of the donation to be counted toward a memorial or honorarium. We'd post a .00 donation for that donor and note that it is linked to the previous donation. Then we can enter a tribute like usual and it will merge with our report/letter.

    1 vote

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