CommunitySuite Idea Lab

  1. Need additional fields for noncash gifts on the yearly tax receipt

    When we generate receipts for noncash gifts, we do not provide a value for the gift, only a description. When we generate a yearly tax receipt for donors with some noncash gifts, it just populates the cash value. Some additional fields around payment type would allow us to use merge logic to solve this, or the public security fields could be included on the yearly tax receipt template.

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  2. Online Donation Page- Recurring Donations

    Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.

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  3. Fund Advisor Fund Statement Type

    It would be wonderful to have the ability to choose different statement types for Fund Advisors who advise on multiple funds.

    Example: John Smith's statement type is set to paper. He is a Fund Advisor for Smith Family Fund and Community Foundation Special Fund.

    John only needs to receive a paper copy of Smith Family Fund. There is no need to mail him a copy of Community Foundation Special Fund but because of his role should have access to see the statement online.

    Currently, it appears, the way Fund Advisors are set up its all or nothing or we would…

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  4. Show age by birthday in profile

    Automatically calculate the age based on today's date and display next to the birth date in the profile

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  5. Add column for primary email to unsent tax receipts page

    If there was an additional column that showed the donor's primary email on the unsent tax receipts page, it would be much easier to check and uncheck the right boxes for bulk processing.

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  6. Add donor ID as a reportable field

    It would be great to be able to pull a custom report with the profile id and donor id to be able to navigate to donor records more quickly.

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  7. Show all invoice items when invoices are exported on the fund advisor portal

    The description of invoices lives on the invoice item level, but the fund advisor portal only shows the invoice level - ie. Fund advisors can view the invoice ID, amount and customer name, but not any description of what the invoice is for.

    It would be great if, when the fund advisor exported the invoices tab, it showed all invoice items, quantities, etc.

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  8. Include engagement strategy in profile merge comparison screen

    It would be helpful to be able to see the engagement strategy on each profile when comparing the two and deciding which direction to merge.

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