CommunitySuite Idea Lab

  1. Please right align all numeric fields, it is much easier to read if they are in alignment.

    Amount columns in some areas are left aligning instead of right aligning which makes it hard to scan through.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. notes by date

    Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. tasks

    Create options besides "done" for retiring tasks.

    When a task is abandoned for legit reasons, it would be great to be able to mark it as such. Also, When a task was added by someone who is no longer a user and it does not make sense to reassign the task to someone else, it would be great to be able to delete it. Only having "done" as a method for retiring tasks from active status leaves a misleading record of what activity occured.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. move donations to new profile

    Be able to move a donation(s) to a different profile. For example, a donation gets posted to a person's "business" profile in error and should have been posted on their "personal" profile.

    Right now, you have to create a new profile then reconnect all of the funds and then disconnect the funds from the old profile.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Connect Tributes to Profiles

    Is there a way to connect a tribute to a profile? If donations are made in memory of someone, shouldn't that also be linked to the deceased's profile? It links to the person who is notified, so why not the deceased. If there isn't a way to link it, is there a way to make that possible?

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. report dates

    When creating custom reports is there a way to show the date when you created the report?

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Retaining Stripe ID when merging duplicate profiles created by Stripe

    We discovered that when merging duplicate profiles created by Stripe, Csuite will eliminate the Stripe ID from a gift - which makes it pretty darn hard to recover the data for a recurring gift. Please set criteria to retain this ID and its associated data in merging profiles.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    32 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. void

    When a payment is voided it would be nice if the bank reconciliation stated voided beside the payee rather than just reflecting a credit on the reconciliation.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Short Name: Searchable in many search fields

    We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. scholarships

    Preparing GAAP financial statements requires that the portion of scholarships that are not scheduled for payment within one year be classified as NON current liabilties. It would be very helpful to have an aging report for scholarships payable. If there is a report available showing scheduled payment dates, please direct me accordingly. Thank you.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Customize grant letters before emailing

    We so appreciate the ability to email our grant letters, thank you for bringing that improvement! I imagine this will be more difficult to pull off on a technical level than some other suggestions being made for improvement, so this falls into the category of "shoot for the stars!"

    Would it be possible for you to enable the ability to EDIT the grant letters before emailing them? Despite our having many templates in place, to try and cover all of our various scenarios, we find ourselves often having to make edits to the grant letters we generate for printing.

    As…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. hide columns in bulk edit

    Bulk fund edit is great but it would be nice to be able to hide columns like Excel can so the fund name (or short name) is visible along with columns to the far right of it.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. bank reconciliation- Select all button

    Adding a "select all items button to bank reconciliation

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. fund history - grants

    Fund History graphics - option to have a column chart in the portal that shows total grant dollars per year rather than by month. Total grants at a glance!

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Prevent Posting/Printing a Check for a Negative Number

    Twice now we've had checks print for negative numbers. Could we build in a popup that says "are you sure" before we post and/or print a check?

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Donation Notes

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

CommunitySuite Idea Lab

Categories

Feedback and Knowledge Base