CommunitySuite Idea Lab

  1. Apply admin fee minimums at each posting instead of at year end

    Please make minimum admin fees applicable to each admin fee period. For instance we have a $500/year admin fee minimum and fees are assessed quarterly Since our admin fees are charged quarterly, the minimum should be applied by quarter ( $125/qtr) instead of a "true up" at the last fee of the year. It makes it difficult to budget those fees if we don't receive the bulk of them until year end. And if a fund closes before year end we don't get the minimum fee.

    7 votes

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  2. Enable relabeling of "Show all funds list" on donation portal

    The prompt at the bottom of the donation portal reads "Show all funds list" and takes you to a list of funds unchecked as both promoted and private. For us who don't list ALL funds there, the label is misleading for donor. Allow us to relabel it as needed to say "Search other funds"

    2 votes

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  3. VENDOR SOCIAL SECURITY NUMBER

    For vendors that are individuals, I would like to suggest that there social security number is more protected. Right now it is listed clearly on their profile. I would suggest somehow masking the number, or at a minimum moving it over to their vendor info.

    7 votes

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  4. Recurring grant checkbox on Grant Request tab in Donor Portal

    We do not allow fund advisors to recommend recurring grants. It would be nice to be able to remove the checkbox for recurring grants on the Grant Request tab in the Donor Portal.

    3 votes

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  5. detailed trial balance

    Can no longer see all the details...The enhancement to the Detail Trail Balance is great to show all the GL accounts with activity for a specific date range but we can no longer see the detailed trial balance in one location.

    9 votes

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  6. Fix Stripe process to better identify duplicates

    When a person donates via Stripe, the system ALWAYS creates a new profile for that person. It is extremely time consuming to unpost (and delete) that Stripe payment and donation, merge the newly created profile with the existing one, and re-enter the payment/donation. We loose all the stripe transaction data too. If the system would simply not auto post Stripe donations, AND allow us to change the donor profile on the payment, this would make a huge difference!

    54 votes

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  7. Uncheck All

    I have to go back more than a year a re-reconcile my main checking account. It sure would be helpful to have an "uncheck all" button at the top, so I don't have to uncheck more than a year's worth of items.

    8 votes

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  8. edit emails in profile

    I would love to see an "other detail" section added to emails (similar to what is in the phone section). It would be nice to be able to denote "work" vs "personal" email or distinguish between spouse's or coworker's emails by name when not readily apparent by the email itself. Thanks!

    3 votes

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  9. Place cursor in login field

    We would like to suggest a very minor improvement to the login screen.

    It would be a nice timesaver if you could place the cursor in the input field automatically (username, or token, depending on which screen).

    We noticed it (or the absence thereof) after adding 2FA to our account... but in all actuality this is an improvement that could be added to both steps of the login screen, including the initial username and password input screen.

    That way when we load the page, we just need to start typing our login information. Truth be told we could hit TAB…

    12 votes

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  10. Checks printing sort order

    The checks can now be GROUPED in different ways, and you can sort the vouchers in different ways, but when the check run is created, they do not stay in the sort order. The check run isn't in any order that makes sense to me now.

    3 votes

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  11. Portal tributes

    It would be much easier for the advisors to have tributes (in memory of or in honor of) on the front facing portion of gifts on the portal. Frequently this info is needed for thank you notes. Currently the advisor needs to export gifts in order to see this information. This is not intuitive. We frequently need to explain the process and at times run a report and email to our donors who aren't computer savvy.

    4 votes

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  12. address prim date

    "Entering a date for an address will automatically update that address as primary on that date each year." this field located in the Address table can't be selected in custom report fields. The only way to access the information is record by record or the Bulk Address Update Export.

    Please make this field available in Profile Address custom reports.

    3 votes

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  13. Donor Contact

    Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.

    4 votes

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  14. Create Spendable Grants by fund

    Allow the creation of spendable grants by fund, without having to do an entire group or subgroup at a time. We have nearly 200 designated & agency funds, and some require steps with the beneficiary before the funds can be released, per their original fund agreements. It would not be possible to process them all in one run. Or, after selecting a group/subgroup, allow us to select which ones we'd like to process at this time.

    5 votes

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  15. Batch Close Scholarships

    Instead of clicking through each paid scholarship and clicking "close" it would be a real time-saver to be able to do this in a batch.

    2 votes

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  16. Vendor address change approval

    In order to reduce potential fraud, it would be helpful if any changes to a vendor's address or account number had to be approved by someone. This would prevent an employee from being able to unilaterally change vendor information to a fraudulent address or account where money can be redirected and stolen!

    7 votes

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  17. Statement vouchers -format dollar amounts to show commas

    When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).

    25 votes

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  18. Ability to edit attached file descriptions

    It would be nice to be able to edit the description of the files attached to Funds and other areas. If there is a typo or other reason to change document title you have to delete the attachment and reattach to put in correct description.

    6 votes

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  19. Add Online Donation Description to the Description Field not Notes FIeld

    Currently, when a donor adds a donation description to a Stripe donation it is housed as a note. It would be nice if the description was plugged into the "Description" field (currently description is "Online Donation") so the Fund Advisor can see all donation designations from the portal, and the tax receipt pulls the donation description field

    4 votes

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  20. Birthdates in profiles require a year

    Please allow Birthdates in profiles to allow just month and day and not require a year. We do not know the age our our donors in most cases, but it is nice to remember the birthday

    3 votes

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