CommunitySuite Idea Lab

  1. Custom Field Word Wrapping

    It would be helpful if custom text fields would word wrap similar to the way the Notes area does. We would like to use a custom text field on funds but don't like how it stretches the fund information table out to the width of the screen. When that happens it then pushes down the Fund Advisors, Grant Approval, and Fund Profiles information below the Fund information instead of on the right side.

    4 votes

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  2. Better aging reports for AP

    It would be helpful if we had more robust options for the aging report in AP. When you do the historical AP, you lose the dates (although they're listed for the grants payable). I'd love to see those dates.

    12 votes

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  3. Viewable Log Entry - Open & Close of the GL

    I understand that almost everything is logged in the system, yet only a subset are viewable/reportable. We'd like to be able to see a log entry for both opening and closing of the general ledger if at all possible.

    4 votes

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  4. Can you please give us the option to mark Organizations as Inactive?

    We have quite a few businesses in our database that are no longer in existence. Can you please give us the option to mark these records as Inactive just as we are able to for Individuals?

    I'd like to run a report where I didn't have to drill down into mailing addresses to determine if a record was still active. Also, an inactive mailing address does not indicate that a business has closed, it can also indicate that the business has moved.

    17 votes

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  5. email grant letters

    Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.

    Thanks!

    12 votes

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  6. inactive users

    Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.

    4 votes

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  7. Option for household changes to populate individual profiles linked to household

    We would like an option for changes to households to populate/update the individual profiles linked to that household.

    Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.

    For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…

    9 votes

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  8. Donor portal view multipayment grants

    Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."

    3 votes

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  9. Edit Profile Payments

    Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.

    5 votes

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  10. functional expenses

    It would be nice to be able to spread functional expenses across multiple categories by percentage. Currently manually splitting these out for audited financial statements. Very time consuming.

    4 votes

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  11. Grant Request Notes Visible to Fund Advisor After Submission

    Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.

    5 votes

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  12. If Then logic custom reports

    It would be great if we could have "If-Then" logic for custom reports

    6 votes

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  13. Develop an Accurate Donor Report (related to Stripe duplicate issues)

    If your donor data is organized by household, when you view the household Donation Summary, it rolls up the giving history for the household and its members. However, the canned, CSuite Donor Report does not roll up the household members. As a result, if an individual (who happens to be a household member) makes a Stripe gift and a new donor record is auto-created, even if we catch the fact that they are part of an existing donor household (and add to the household as an individual member), when we run the canned Donor Report for giving history over a…

    7 votes

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  14. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).

    3 votes

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  15. recurring grant log

    Most records in Csuite have a log which is awesome, however recurring grants do not (yet). Please add a log to recurring grants so we can see internally who created or updated those records. Thanks!

    13 votes

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  16. Portal Login System Email Address

    We just sent login information for the Fund Advisor Portal and were surprised to see the system email (with the unique URL to create their password) was mailed to the primary profile email and NOT the email selected as the login. It would be nice if it went to the email we selected as login.

    10 votes

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  17. provide an option to print labels for only fund advisors receiving paper fund statements.

    Need an easy way to create envelopes or labels for paper fund statements, preferably in the same order that the statements print to allow easy stuffing. (Currently labels print for every fund rep which isn't useful if only need for fund reps receiving paper statements. To create a mail merge, you have to export all fund reps, delete non paper statements and then use as source for your mail merge however envelopes created are then in order by fund rep and not the fund name so matching them up takes considerable time.) Would be nice to be able to create…

    15 votes

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  18. Custom Reports Filter Options - Text Fields

    It would really be helpful if we could filter text fields with options like "contains" or "begins with", as examples. Ideally the filter options would be similar to Excel, where options like "begins with", "ends with", "contains" and "does not contain" are available. But having just "contains" would be a great start.

    4 votes

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  19. Ability to Delete a Task

    PLEASE - build in the ability to build a task. We have recently had several deceased individuals with tasks and opportunities assigned. We need to be able to delete them, rather than marking them as done. This is so important due to the fact that we are tracking our tasks completed for board reporting and so simply cannot mark something as done that was not, and no longer needs to be done.

    17 votes

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  20. Add grantee street address for view in donor portal

    Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.

    3 votes

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