CommunitySuite Idea Lab

  1. 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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  2. advisor export

    Have the option of exporting mailing list (and not just mailing labels or CSV) in Fund Advisors

    17 votes

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  3. link fund

    Security for Link Fund in Profiles area. We would like to make "link fund" option on the left menu of an open profile only to a certain group of users.

    8 votes

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  4. Note Alerts in Tributes

    I'm loving the new note alerts throughout CSuite. It would be great if note alerts were available in the tribute area, especially on the "Donations Needing Tribute Notifications Sent" and/or "Report Printout" screens. This would allow us to flag messages for those who will print and mail tribute notification letters. As always, thanks so much for considering!

    14 votes

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  5. Customizable Fields for Online Donations

    It would be very beneficial to have the option to customize the text and fields on the public online donation pages. For example, being able to remove the field "recognition name" if we desired.

    9 votes

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  6. 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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  7. Add Formula Fields to Custom Reports

    It would be very helpful if simple formula calculation fields could be available in custom reports. For example, when creating a fund report with current fund balance and spendable balance fields included, the ability to add a field that would calculate % of spendable balance to total fund balance for each fund included in the report.

    6 votes

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  8. advanced grant & scholarship fields to the check template

    All of the advanced grant & scholarship fields to the check template so those letters and the check can be one document if needed. So we can print a "check letter" that calls data from the Grant Advisor (allowing the nonprofit to reach out to them) and Scholarship fields. We know we can do this with a Grant Letter, but using a Check letter cuts down on paper.

    10 votes

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  9. search

    Search Donors requires the prefix (like profile search used to) to find records. Can this search feature be updated to not require prefix too?

    7 votes

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  10. Additional profile field, for prospecting info

    We would like to be able to add prospecting information to a profile. We thought at first a place for Wealth Engine screenings would be helpful. But we may use a different prospecting tool as our source for such information in the future, so a little flexibility would be ideal.

    What we would like to request is one more PROFILE FIELD for this purpose. We would like it to be a drop-down field whose choices we can customize.

    (This is similar to an idea suggested here, but without asking you to provide the Wealth Engine info, just a field for…

    9 votes

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  11. Need ability to create distributions using same "post" date more than once

    Sometimes after the initial "batch" of creating distributions at the beginning of a year, we will decide to "turn on" a distribution type for a fund or group of funds that previously had no distribution type assigned. If creating distributions using a post date that has already been used in a previous "batch" (example: 1/1/2021), the resulting screen accurately only seems to include those funds that were not included in the previous batch, making it easy to identify the appropriate funds. However, the "average quarters" used in the calculation is "0" (even though clearly the fund has a balance for…

    8 votes

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  12. Show Tribute Information on Fund Portal Without Having to Export

    Add tribute detail to contributions on the fund portal without having to export it to an excel spreadsheet.

    6 votes

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  13. Distribution Percentage

    Allow for a distribution type to be added with a percent type as 0.0000%. Some funds don't have a spending policy or are calculated manually. We need the ability to track those.

    15 votes

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  14. Add Recurring Grants to Reporting

    Add recurring grant fields to reporting utility.

    26 votes

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  15. Permissions - allow users to delete own reports

    We would like the permissions around deleting reports to be just a little more granular.

    We understand there is currently an advanced permission to delete reports, meant to be assigned for "cleanup" as it would allow a user the ability to delete ANY saved custom report.

    Rather than go quite this far, we would like another option. We would like an option that could be more safely enabled for ALL users... which is the ability for a user to delete their OWN reports.

    19 votes

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  16. Campaign Architecture

    It would be great to have a way to view the architecture of a campaign after it's been created. For example, to be able to view the filters and steps taken to add profiles to a campaign in the system would negate a shadow system and allow ease of removing profiles as well.

    10 votes

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  17. 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

    9 votes

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  18. Distribution calculation

    PLEASE make the distribution calculation page (Before and after clicking review) exportable to cvs! It takes quite a work around and a lot of time to copy/paste into excel due to the formatting issues.

    7 votes

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  19. Amount formatting in content

    Please format the "amount" in ANY report function or editable content such as the templates as currency - and AT LEAST include commas. No punctuation in currency amounts makes notifications, etc very difficult to read once you get over 999.99

    7 votes

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  20. donor portal year-to-date totals

    Our Fund Advisors are asking for a quick way to view YTD totals for grants they've requested and contributions that have been made to their fund. It would be wonderful if there was a way for the YTD to appear at the top of each respective tab.

    12 votes

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