968 results found
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Decouple the inactive button from the deceased button
When you mark a profile deceased, it is automatically marked inactive and you have to reopen it to make that change. Not all deceased profiles are inactive - we pull them frequently but if they're also marked inactive they might not get pulled.
4 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
45 votes -
Change GL Code on AP Voucher
Sometimes we need to change an expense code on an AP voucher after that month has been closed. Would love some functionality that would allow this in a subsequent month. The current workaround is a JE but that means the voucher has the wrong code for 1099 purposes.
4 votes -
one check for all of fund advisor columns
one check for all of the fund advisor columns
3 votes -
Allow editing a custom report name, description or sharing without having to save as a different report
It is fantastic we can now just use "Save" in custom reports to save updates to an established report. It would be mind blowing if we could also have the option to EDIT the report to update the description, the shared toggle or even the name without using "Save As" and deleting the older report.
25 votes -
Profiles with Numbers
Can the search include pulling up organizations that use numbers in their name ie. 1st Bank or 34th Street Vet? Right now they don't appear in the drop down.
2 votes -
general ledger
Have the ability to select account type rather than by account code or all. If you want to run all expenses only you cannot not. Or have the ability to put in a range of account codes OR select multiple accounts.
4 votes -
Reports to automatically filter on "last date" and default by the user's report
Reports should automatically upload user's personal reports by default, and be able to sort by date
2 votesYou can see a list of your reports by selecting your name in the top right hand corner when logged into CommunitySuite.
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note type different than task type
Can we separate Note Type and Task Type? We would love to have unique task types that are not Note Types.
2 votesWe do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
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Distributions - do not create transactions on $0.00 calculated amounts
We round the distribution calculation the the $1.00 (rounding behavior: Normal). When an amount of.49 cents or less is calculated a transaction posts to the fund for $0.00. I know there is the option to uncheck the distribution calculation in the preview stage but we have over 1,600 funds to comb through and we have many agency funds with minimal fund balances that we keep open upon agency request.
4 votes -
Add Contact First and Last Name to Year End Tax Receipt template fields
Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!
1 vote -
Term investments - edit options needed
The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.
For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…
1 vote -
Term Investment - default fund/accounts would be helpful
Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.
Smart tips would be helpful in creating a new term investment for distribution fields.
1 vote -
Invoice Confirmation Receipt Letter
With enhancements being added to CSuite for Invoices, having the ability to send a confirmation receipt once payment is received would be beneficial. Currently when we have organizations request an invoice prior to fulfilling their contribution, we have to complete this outside of the software and then enter as a donation in order to acknowledge their gift.
But if we were able to send a receipt as we do donations this would allow for us to record the entire process in CSuite.
1 vote -
Future Fund Tracking
Our development team would love to have a way within the system to track future funds that are coming once we receive estate gifts. (i.e., we already have a fund agreement, but there are no assets that have been transferred). To me, this sounded like asking for the fund equivalent of pledge vs. promise within the system.
They suggested adding a designation in the system as part of the "open" or "closed" options (maybe "future" or "inactive") so the information could already be entered and tracked within the system. This would streamline info instead of using spreadsheets or other tracking…
6 votesThis sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.
The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:
- Open
- Bequest Documented
- Realization Notification
- In Process
- Closed
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Add campaign categories as a filter and field in custom reports
Please add campaign categories as a filter and field in custom reports so we can dive deeper into reporting on campaign activities, attendance patterns, etc. Thank you!
24 votes -
Pronoun field on donation forms
It would be great to have an optional pronoun field on donation forms, so those donating online can self-select their preferred pronouns. This would help with donor relations and making sure future communications with donors are informed and respectful.
20 votes -
Tax Receipt Template Logic - "Fund" Assigned Should get the highest value
In Tax Receipt Template Logic, currently "Payment Type" is assigned the most points. It would make more sense that a the Fund assigned to the template get the most points. Funds often have nuances that need to be addressed in the tax receipt, and the current value system does not easily or simply allow for that.
3 votes -
Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
16 votes -
Balance Swap Account Filter shows closed accounts
In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.
16 votes
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