Skip to content

CommunitySuite Idea Lab

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

790 results found

  1. My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.

    48 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. I would like to see the option to purchase multiple types of tickets on one screen. Currently, users must add one type to cart and then have to go "back" two screens (or more) to add a different ticket type. It would be better to have a drop down option or the ability to add multiple types of tickets on one screen. This is inconvenient for both desktop users and mobile device users.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.

    34 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

    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.

    25 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.

    62 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Can we please have the option to select birthdays without a year or even a specific date?

    Sometimes we may know the Month and Year
    Other times, we may only know the Month and Day, but not a year.

    It is nice to capture this information for donor development

    81 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

    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. I would love to be able to set a default "no grant document" by fund or fund type and then have a choice at grant letter to turn off the letter like we can for award letter. It is tedious to find and delete attached grant letters to grants that do not require letters. In our case, we do not send letters with grants that come in from GLM. I understand I can turn it off by check batch, but that means I need to sort out which grants are which at the time of the check run each time…

    26 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.

    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

    Proposed Idea  ·  9 comments  ·  Funds  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"

    75 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Within a campaign, there should be an option to 'bulk delete' records when you are manually scanning the profiles tab. Similar to how you can select (or deselect) tax receipts to send from the donations bucket, you should be able to select certain records and then click "delete" vs having to click "delete" individually from a campaign.

    26 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Please provide the option to list the school's name in the grantee detail section of a scholarship fund statement. This field is currently blank or will list the student's full name since the student is considered the grantee according to C Suite even though the payment was sent to the school. This is confusing for donors. This update would also protect the privacy of the student by including the school's name, and not the student's full name. We are not interested in the post by payment option as that feature can cause issues with financial integrity.

    147 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

  14. Freeze the column header in all reports so it will always display when scrolling through the records.

    23 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.

    101 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

    Proposed Idea  ·  8 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Create a level of permission that allows select admins to delete, rename, or reassign ownership of other users' shared custom reports.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Please create a designation/tab for Board Members. We would like to have a way to connect with our Board members in ways other than email. We could share documents and we would love to be able to collect electronic votes. We currently do this via email, but would love to do this through the portal.

    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

    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. I am in agreement that they s/b able to correct their contact information but I think it would be better at the profile level to then be toggled "inactive" instead of disappearing altogether "deleted". Instance that just happened they removed their work email and replaced with a personal email, which is fine but now the work email is no longer on their profile at all. Please change to inactivated vs deleted when changes are done on the portal.

    30 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.

    17 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

    Proposed Idea  ·  4 comments  ·  Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that…

    17 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

    Planned  ·  1 comment  ·  Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 39 40
  • Don't see your idea?