670 results found
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Show Tribute Information on Fund Portal Without Having to Export
Add tribute detail to contributions on the fund portal without having to export it to an excel spreadsheet.
20 votes -
Donor Contact
Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.
22 votes -
Link internal grant to opportunity
When a fundholder recommends a grant to fulfill an opportunity, there should be a way to link this in the same way a donation is able to be linked to an opportunity.
13 votes -
Cumulative donation field option for custom reporting
I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.
19 votes -
Notes: Collapse list to show most recent with ability to show all
Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.
46 votes -
Fund Statement Template Fields: add all account types
It would be very helpful if the fund statement field available for equity accounts - equity_(account number) - were available for all account types (income, expenses, assets, liabilities). We have some unique calculations that are needed for certain fund types and if we could just pull account balances from specific accounts, we would be able to do the calculations on the template. But since the various account types (except Equity) can only be displayed within their own "block", we are unable to make these calculations and therefore have to produce the statements outside of CommunitySuite.
31 votes -
YOY Income Statement
Fiscal Year Comparison on Income Statement -
Please allow a way to show YOY fiscal comparison on this report. I can go in and edit date, but for calendar only.13 votes -
pledge reminders - option to download to word
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.
12 votes -
export task notes
We have a custom Task report we use for activity around Opportunities. It works well EXCEPT there is no field for task notes. (If you are in the process of adding one - and I hope you are - the following idea is moot).
It would be helpful to be able to export from the Tasks field. Specifically, completed tasks, in order to get the notes in a spreadsheet that we can merge with our activity reports.
I'm not sure if there is a notes field in All My Tasks, but it would be helpful to have one and also…13 votes -
checks: notification of approval
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
37 votes -
Make Opportunity Type Inactive
Past users sometimes create Opportunity/Note/Task types that are no longer useful to current staff. Please create an option to make those types "Inactive" rather than simply deleting them - we may want to keep the historic data in CSuite, but NOT on the Drop down list. It would help to clean things up and streamline categories.
24 votes -
Adding prospect profile reports and incorporating prospect research fields
In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)
Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research…
8 votes -
Donor/FA Portal: Add sticky note/flag to view upon login
How cool would it be if you could add a sticky note/flag to a portal log in (kind of like you can do with sticky notes in CSuite). I don't mean an attached file. I mean more like a flag that appears only for selected portal logins that tells that specific portal user something special.
20 votes -
Hide amounts in Donor Portal as a single checkbox choice in Settings
I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.
I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice…
3 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
18 votes -
Destination funds for internal grants named on fund statements
We just realized that when we pull fund statements, the grantee for internal grants is listed as our Foundation rather than the destination funds. We want the donors to know their grants went into the correct funds, so we'll have to hand write the destination funds on all the paper statements. It would be great if fund statements could name the destination funds for internal grants.
26 votes -
Fund statements - sort by fund advisor or fund
Give foundations the option for fund statements to sort by either fund advisor or fund.
29 votes -
Link one note to multiple profiles or funds
Often times, we have to copy the same note to multiple profiles or funds because either there were multiple contact people for one fund or there was one contact person for multiple funds. Right now the only way to show up in multiple places is to copy the note.
33 votes -
Navigation - Add Save option to left side menu
Save Button on left side menu
It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.
Thanks!
47 votes
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