CommunitySuite Idea Lab

  1. campaigns

    When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.

    47 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stripe duplicates

    Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

    Please also:
    - add 'date created', and the ability to sort by date created in the duplicates form
    -devise a bulk de-deduping process

    173 votes

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    16 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Income statement - YTD over YTD comparison

    We appreciate being able to run YOY comparisons, but we would like the ability to do a little more fine-tuning of the dates for comparative purposes. Currently, we can only run a full year comparison (or a full year vs a partial year).

    As an example, what if we wanted to run a YTD report for Q3... and compare that to the same YTD period for the prior year?

    If we try and enter 1/1/2018 - 9/30/2019 and select YOY, we get a report comparing a full year to a partial year. It shows us figures for 1/1/2018 - 12/31/2018…

    76 votes

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    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    41 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Test System Emails Before Sending

    We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

    64 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Historical grants - Newest to Oldest

    When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.

    80 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    117 votes

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    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow up to 3 decimal places on public security quantity field

    Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.

    22 votes

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    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. duplicate merge

    When merging a duplicate with two identical addresses, merged profile should only include one address, as it does with email or phone numbers.

    86 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Distribution Percentage

    Allow for a distribution type to be added with a percent type as 0.0000%. Some funds don't have a spending policy or are calculated manually. We need the ability to track those.

    21 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Dollar Total on Distributions Review Screen

    Can you please add a total dollar amount on the review screen when creating distributions?

    5 votes

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  12. Enhancement to templates

    Desired change: Enhance how organization contact name / address is processed in templates

    Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.

    For donation letters I would like to include at the top of each letter:
    Donors Name (Mr. and Mrs. John Smith)
    Organization Name IF APPLICABLE (Food Pantry)
    Street Address (123 Main Street)
    City State Zip (Toledo, OH 43604)

    A person's title would also be ideal but…

    94 votes

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    Under Consideration  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Csuite files: Add "create folder" ability to funds/Donor Portal files

    Would it be possible to add the ability to have folders for funds and within the Donor Portal? We are finding the ability to add files useful, but having the ability to organize files into folders would be more efficient and make the files easier to find. Thanks!

    50 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. check

    It would be great if the "label" field was available on the check template. I have shortened names on the label fields so that they print on one line. We use window envelopes to mail our checks and if the vendor name prints on multiple lines, the whole address sometimes pushes down too low.

    1 vote

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add "Attach File" to Bank Reconciliations

    Attaching/uploading a copy of the actual bank statement directly to the bank reconciliation file created gives all the documentation needed at all levels of this process. The "Attach File" option is available in other transaction processes within CSuite...bank reconciliations should be included as well.

    69 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. fund beneficiary

    Setting up descriptions for all of our fund beneficiaries, which is such an important improvement -Thank you! It would also be great to include the description field in reporting. Same for Recurring grants if not already included.

    3 votes

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  17. Grant Catalog Search Function

    It would be so nice to have a search bar at the top of the Grant Catalog so donors looking for a specific charity instead of scrolling thru dozens they can type in and the one they are looking for will pop up???!! PLEASE!!!! Thanks!

    16 votes

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  18. Distributions - Use net asset balance rather than total asset balance

    Is it possible to include an option to use net asset balance rather than total asset balance in the distribution calculation? Our spending policy says to use net asset balance. Thank you!

    16 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. Ability to Sort Columns in Balance Swap

    We are having a tough time making our balance swap an efficient process. It would help tremendously to be able to sort any of the columns in the "Balance Swaps as Needed" section. Being able sort the "account to" and "account from" columns would be amazing, but all of them would be great. Thanks

    21 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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