67 results found
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Formatting for "Amount" fields in all Content areas
Please format the "amount" field for all Content notifications to display as $#,###.## (e.g., $64,500.00). Formatting currency with commas is essential for clarity, especially with larger numbers.
I realized a similar idea was posted but later archived. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42438682-amount-formatting-in-content
85 votes -
Indicate required fields with an asterisk
A great enhancement would be to indicate which fields are required when creating a new record (profile, donation, grants, voucher, etc.) --- such as an asterisk to indicate that a field is required. This is a well-known standard.
Currently, the only indicator is an error message when saving/posting.97 votes -
Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from fcsuite.com.
Emails from fcsuite.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
16 votes -
New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
10 votes -
Assign Learning Center Courses to Specific Users
To train our Users, we would like for our Admin to be able to assign individual courses in the Learning Center to specific Users.
9 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
6 votes -
RevShare by Fund Group AND Import Internal Grants
We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.
So I request:
1) the option to RevShare across FUND GROUP
and
2) the ability to import for INTERNAL GRANTs
Thank you for considering these!
12 votes -
Support requests
When you submit a support request ticket, you receive an email reply with the ticket number, but it would be very helpful if a copy of the request or a brief description of the request was included in this email. If you have submitted more than one support ticket, it is hard to tell what number goes to what request.
5 votes -
New Quick Reference Guide - Allow Users to Edit/Customize
Please make the quick reference guide able to be edited by users to create an org-specific guide within CSuite, rather than having to create guides outside of CSuite (in PowerPoint, Canva, Scribe etc). If we were able to add text to, or highlight, or change language in the Quick Reference Guide, it would make this functional in a few more important ways. For example, we could indicate in the Quick Reference fields our org requires staff to populate and which we do NOT want staff to utilize.
4 votes -
Additional information for Grantees (T3010) Report
In the Grantees (T3010) Report (under CRA Reporting), it would be helpful to add a field for the expense account related to each grant. Then one could sort the data and tie back to the financial statements much more easily. I'm adding this information manually and would love to eliminate this step!
6 votes -
Dashboard
Change/Edit Date Range for Dashboard display should be sticky. Currently, the Start and End Date for Dashboard can be edited to display a different range than the default, pre-populated range. However, navigating away from the Dashboard reverts the date range back to default values. It would be amazing if the Start and End Dates were sticky, so I don't have to edit/re-select dates every time I go to the Dashboard.
7 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Add dates to recorded webinars
The dates of recorded webinars/trainings are not shared. This is really confusing. I just watched one saying an update will be pushed out "next Wednesday" and I have no idea when that will be or was. Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.
2 votes -
BCC when Sending Emails From CSuite
Would like the ability to BCC contacts when sending emails in CSuite. Invoices, tax receipts, letters, etc.
Requested on behalf of Maple Ridge CF
2 votes -
Positive Pay Export
It would be great to have the option to export the Positive Pay report as a CSV file since that is the requirement with our bank. It would also be very helpful to have the option to request how the data columns are formatted in the generated Positive Pay report. Our bank requires the data columns in a different arrangement than what is generated in C-Suite. Every week I will need to transfer the TXT file into an Excel document to make the column adjustments and to save it as a CSV file. This is a lot of extra work…
2 votes -
Choose specific grant/check/donation to test Templates
It would be great to be able to choose a specific grant/check/donation for the Test Function with Templates. It would be an extension of the ability to check Template Fields by entering a specific record.
This was a previous idea that was archived: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45432349-verify-testing-templates
Hoping to generate more interest this time around.
4 votes -
Interface Color Customization
We’d really like to suggest adding the option to customize the color scheme in Csuite. This idea has been mentioned here before but was archived. Many commonly used platforms now offer some level of visual customization, so adding this feature would bring Csuite more in line with user expectations. It is a small change that users would likely appreciate.
Even just a few preset themes or the ability to use an organization’s branding colors would make the platform feel more modern and visually appealing. The current interface is very neutral, and adding some color options would help make the experience…
2 votes -
Donors getting Candid/Guidestar data via CSuite
Would it be possible for donors to receive Candid/Guidestar data via CSuite? It would be great if donors could get that information.
4 votes -
Grant Letter Email Tracking
Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.
2 votes -
Calendar View in CommunitySuite
Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.
14 votes
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