CommunitySuite Idea Lab

  1. Grant Request Bucket

    If there are multiple grant requests in the Request bucket (made from online requests) there is currently no way to create all grants at once. It would be nice to have this option instead of having to go into each grant and hit create.
    This would be similar to the other buckets where you can do multiple vouchers, approval, etc.

    4 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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!

    61 votes

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    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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  4. "fund file"

    Create a "sticky" for fund files so that agreements/amendments are at the top of the fund files

    10 votes

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  5. Grant Types

    We have a grant type that we are no longer using because it's specific to a fund we no longer have. I would like to be able to delete this grant type, but not delete it from past grants. We still need that historical data for reporting.

    4 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. financial reports

    If you create a financial report that has the YTD selected as the date range and save that report it would be great if the saved report would include YTD info and not just save that particular date range you are currently in.

    For example, I saved a YTD income statement today. When I view that report at a later date, it will only give me info as of 6/15/20 and not a "true YTD."

    3 votes

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  7. fund advisor contact update

    Allow fund advisor to submit contact information update through the portal.

    4 votes

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  8. 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.

    5 votes

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  9. Default Grant Fields

    Service Area, Grant Type (for which we use NTEE codes), and Grant Advisor must be entered for every grant. It would be helpful if the Service Area and Grant Type were default based on the profile of the grantee, and the Grant Advisor were default based on the fund.

    73 votes

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    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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!

    19 votes

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    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automatic tribute emails

    When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.

    12 votes

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  12. 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

    23 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Deletions to the Logged Activity

    Include when a donation is deleted in the log file.

    9 votes

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  14. Adding an 'Other Detail' to the Email Fields

    It would be helpful if there was a field in the Email area to add a short note or bit of information. For example, we have fund holders who have given us their executive assistant's email. A note next to the address would clarify why the email address is there.

    12 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Campaigns

    Collecting information about each Registrant for an event, free or paid, seems to be an after thought. When the initial individual registers, the only data that is being collected is F/L names, and email, yet when a guest is added, all sorts of information is being gathered. This is assuming that all initial Registrants are in our database - not true. So by not providing more options for data collection you are in fact making mayhem in our database.

    Similarly, the event registration suggests it's a Paid program - we don't do paid events (at least not for the past…

    16 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    We do have some work in process for this – campaign flow for registrations has some holes that we didn’t anticipate because of not having credit card data for a registrant. Will add the ability for a free registrant to fill in as much details as event guest and will be changing a few names (like “Buy More Tickets” will become “Add More Tickets”) to make the flow less monetary based.

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