CommunitySuite Idea Lab

  1. stock gift entry

    1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

    2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

    3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

    35 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Financials Column Options - put the dropdown back on the financial statement screen

    I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.

    27 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Fund Advisor Portal - email case sensitivity

    Please make the Fund Advisor login NOT case sensitive. Many donors are accustomed to entering their emails with various mixes of upper and lower case characters. All fund advisors emails in CSuite appear to be lower case. The donor portal interprets a case difference as a different email and does not allow a login, or a forgot password email to make it through. This is causing lots of issues with our fund advisors.

    40 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automatic notification of interfund donation to recipient fund advisor

    We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

    22 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

    190 votes

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    17 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sandbox Sync Date

    It would be nice to know when the last time the sandbox was synced. It could be a simple status line System Data. Better yet, maybe something that everyone could see, like in the red "this is your test site" line - "this is your test site (mm/dd/yy)". But having access to it anywhere would be great.

    50 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. RSVP Count in Campaigns

    When invitees are added to a campaign, the list is broken up over several pages. A 600 person list might have 4-5 pages, for example.

    The RSVP count should show a total on the front page. However, the RSVP count shows a separate total for EACH page. One must click through all pages, then manually add up the RSVP numbers for a total.

    Please, fix this.

    34 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Duplicate Memorial/Honorarium Profiles Created

    Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!

    103 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Visibility for grant checks cleared

    As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.

    This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…

    28 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow reports for Org roles to show if the role is active or not

    Currently you are able to set Org roles as inactive or active, but it is not reportable. This means when a report is built to list those associated with the org roles, it shows all profiles with no way of sorting the ones that are currently active. It would be great if we could filter by whether or not that are active, or how some indication (like italics) that show the difference.

    36 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    55 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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…

    89 votes

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    Planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    30 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. NACHA File Offset

    It would be great to have the ability to turn off the offset transactions within the NACHA file. Our bank has requested this and said it is an "easy click of a button" in most accounting softwares but it is not an option yet in C-Suite.

    This offset transaction is causing multiple transactions for the same payment to appear in our banking.

    14 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Batch update "Do not email"

    We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.

    13 votes

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  16. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    13 votes

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  17. Add Steward to Tax Receipt Fields

    We have multiple stewards who would like to sign tax receipts. It would be great if we could have a field that pulls the steward first and last name into the letter. Title of steward would be great too but that isn't as important to me as just having the function to get the steward name on the letter.

    7 votes

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  18. 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.

    82 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. filename of tax receipt letter

    We very much like that we can generate and send the tax receipt letters out by email from within CSuite.

    However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.

    Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt

    30 votes

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  20. zip codes

    The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

    58 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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