CommunitySuite Idea Lab
16 results found
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Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
12 votes -
filename description
Enable an edit button for file names in the voucher area without having to unpost. Currently we have to unpost and repost then go through the approval process again.
2 votes -
Deleted files
Is there a way to add even a temporary "Trashbox" for deleted files? As we are adding more files to CSuite it is easy to envision someone accidentally deleting a critical file with no method of retrieval. I have tightened permissions, but anyone can make a mistake.
6 votes -
Minimize/Maximize file categories
We love being able to create categories for files and will be utilizing it more soon. We discovered, however, that when there are many files in a fund, it would be beneficial to minimize all fund categories and be able to just maximize the category we're looking for a file under.
1 vote -
Capability to edit (categorize, share, etc.) multiple files at once
It would save a lot of clicks when working with files on funds, if there was an option to select multiple files at once to categorize and share to the portal rather than having to do each file one by one.
8 votes -
Bulk edit, attach file
From a report where I filter for specific funds, I would like to be able to attach a file to all funds I have sorted for in my report. It does not appear to be an option in the bulk edit list currently.
7 votes -
Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
21 votes -
bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
9 votes -
make Grant Docs shareable
Hello! You marked my previous suggestion as implemented/closed, but it really isn't. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46279237-ability-to-make-grant-documents-shareable-with-fun#{toggle_previous_statuses}
When I go into a grant by clicking the Grant ID number, the Grant Documents section about half-way down the page gives me the option to download/print the Check letter in both PDF and Word formats. It does NOT give me the ability to share the document with the fund advisor by clicking Yes under the Share column because there is no share column. To make this work, I have to download a copy and then attach it as a separate file... then I can click Share.…
2 votes -
Files: Option to email from a fund
We should be able to email all files.
We can email files from a profile but not from the fund level.1 vote -
Attached files sorted most recent at the top (or options to select sort).
It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.
38 votes -
Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
15 votes -
Ability to attach a scan of checks that are included in an check donation upload.
After the upload is complete, you can list the uploads which has an ID that you should be able to click on and attach a file.
8 votes -
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…
26 votes -
student id
It would be helpful if the Student ID had hyperlinks that we can then jump to the student page when building a custom scholarship payment report. Here, you can see if a student is receiving multiple scholarships at one glance and keep all the records for that student (file uploads) on one page.
3 votes -
Bulk Upload PDF to all Funds
It would be great to be able to bulk upload a file/pdf and choose which funds it can be attached to and able to make shareable, This would streamline attachments that are made shareable to the donor portals.
10 votes
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