CommunitySuite Idea Lab

  1. "Gray Out" similar profiles that have been reviewed / approved

    From the profile, It would be great to know which "similar profiles" you have already reviewed. Add an "ignore" button or gray out the profile once reviewed and accepted as a legitimate similar profile that does not need action.

    11 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Alert to pay multi year grants

    For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.

    66 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The ability to identify multi-year grant payments should be resolved. Payment date was added as a column in the Grant Voucher Bucket for easier identification. It was also added as a filter, so a User can filter on Payment Date after mm/dd/yy and take a Batch action. In Q4 2021, the payment date will toggle to red if the date has passed.

  3. Date Order

    It would be nice if all reports with a date on them would be listed from most recent to oldest. I realize this isn't a "top priority" item, but it is just annoying to have to scroll through data (i.e. vouchers, donations, etc.) to get to the most recent transactions. Allowing a sort option in the headers would fix the issue. Thanks

    15 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Recurring Donation Login

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    45 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Change the text on the prompt for the credit card fee

    Please change the prompt from
    "Do you want to add 3.0% to cover our processing fee?" to
    "Do you want to add 3.0% to cover the credit card company's processing fee?"
    Many donors have a negative reaction to the charity charging a fee. Using the word "our" sounds like we are charging the donor to make a gift. On the other hand, everyone knows that the credit card company (aka the bad guy ;) ) charges a fee.

    9 votes

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  6. 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 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allowing the option to make it a requirement for the donor to pay corresponding credit card fees

    Currently there is another idea in here to make it optional for the donor to cover credit card fees. However, we would like a further option where we can choose to make it a requirement for every donor to cover them.

    8 votes

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  8. YTD Financial Reports for Multiple Years

    It would be nice to be able to pull financial reports as of a specific date over multiple years. Most of the reports we pull for staff and Board include the past five years of YTD info. An example is simply pulling all contributions through the end of the 3rd quarter for years 2014-2018. Currently if we want to do this we have to pull financials through that date five different times and then transport into one report. That can be really cumbersome and cause room for errors because the financial reports don't pull zero balances, which is also an…

    17 votes

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  9. Create a template for invoices

    CSuite should have a template for invoices, similar to for grant letters and thank you letters.

    The current default invoice does not work well is very hard to use. We often don't use it when we should and instead create Word doc invoices. This is because:
    1) We can't put in any additional information, description, contact info, etc. on the invoice
    2) the format is not professional looking.
    3) We cannot download and edit it and print it and send a paper copy to someone.

    4) There is no way to indicate that the invoice has been paid (this is…

    25 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Grant Advisor

    It would be helpful that when choosing a grant advisor when creating a grant, that you can only select the profiles of fund advisors that it is applicable to, instead of the entire database coming up to choose.

    15 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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  12. Have service area fill automatically based on past input in profiles. Or have separate County field.

    Would be great if the service area/county could automatically fill based on what has been entered in other profiles. So if you enter the zip code, the service area/county would automatically fill. Since service area is used in many different ways, I feel that county should be it's own field with the address. I have never worked with a database that didn't have the county field as it's own field. (And I have used a lot of different databases for a lot of years =)

    12 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. journal entries

    It would be great if you could import a journal entry even if there were unposted entries waiting to be reviewed.

    14 votes

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  14. "Help" option on Donor Portal

    It would be great to have a "Help" tab or link that would bring up the guide on how to operate the donor portal. Currently we include an attachment or link to the guide when first having a fund holder set up their account, but it would be nice to have it available online for when they are actually in the portal. Thanks

    11 votes

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  15. Automatic tribute emails

    When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.

    11 votes

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  16. beneficiaries

    Give us the ability/option to choose when we want to send out distributions for beneficiaries. It would save a lot of staff time if we could program the date to release the distribution when we first set up the beneficiary. Currently we have to go to each fund and click on 'grant spendable' since we have so many beneficiary distributions.

    9 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. balance swap

    As we are working through learning the balance swap process we thought it would be incredibly helpful if the totals were to appear at the bottom of the balance swap so that you could double check the amount to be transferred.

    26 votes

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    Under Consideration  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Fund Statement: All Statement Accounts Visible

    When running fund statements it would be beneficial to have all statement accounts visible. Currently, when the statement account is zero it will not show that line on the statement. It would be beneficial to be able to have the option to show zero balance lines for consistency from quarter to quarter.

    15 votes

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  19. Warning Notice for Beneficiaries not totaling 100%

    Can a warning be added to the system when beneficiary percentages don't add up to zero? Currently the system just lets you save any percentages even if the total doesn't add up to 100%.

    11 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. journal entries able to reverse on a certain date & save recurring

    It would be great for year end if when entering a 12/31 journal entry there was an optional field to enter a reversing date and it would post both. That way if you unpost and void they would be in the same transaction too. Also to save and name recurring entries before posting.

    10 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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