CommunitySuite Idea Lab

  1. Filter by Org name and individual name (first or last)

    I think it would be very helpful to be able to filter the profile list by names that include a certain combination of letters. Currently if I use the general search box at the top left of the screen and search for "KISU" I can see three profiles in the drop down that have some combination of those letters. I would like to be able to go to the profiles list and do the same thing: filter by "KISU" and have all there of those profiles appear in a list.

    1 vote

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  2. Cleared Check Upload

    There should be an option within the bank reconciliation to upload a list of cleared checks from the bank.

    12 votes

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  3. Registration Interface improvements

    Registering an account is clunky and not intuitive. It's not aesthetically pleasing, and it's also not easy to navigate. I get so many questions from people about how to register for an account because it's multiple pages long, there's no instructions or help understanding what to expect from registration. Some time spent on improving that process would make our users' experience so much better.

    1 vote

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  4. Enhancement to Donation Thank You page

    Several of the pages in Community Suites have the option to use toggles at the top and sort the rows by column headers. I would love this capability to be added to the https://______cf.fcsuite.com/erp/donation/thankyou/print page. That way we could sort all of the letters needed for one fund at a time instead of searching and clicking which becomes very time consuming.

    6 votes

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  5. Change color in search bar for deceased profiles

    Make deceased profiles a different color to easily distinguish when searching. It's hard to see the (deceased) when there is a lot of text, especially for very common names. Or maybe have a way to exclude deceased profiles in your search bar.

    23 votes

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  6. Sponsored Org

    It would be helpful (and less room for error) if an organization was a sponsored org to automatically populate within a grant. There should be a way to link the profiles to do so (IE: Who check is made out to).

    3 votes

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  7. Reconciliation Success

    As new users, we are super happy! BUT, we would love to see balloons r confetti flow down the screen after successful reconciliations.

    Loving Foundant so far!

    -Athens, GA

    1 vote

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  8. Creating "Primary Contact" field for donor cultivation and stewardship

    Currently, our relationships live in "Links". We are creating Profile Types for contact relationships - these are mostly Board members who are the primary contact for a particular donor. Creating a Profile Type for "Jane Smith" the Board member means we can assign that to the 20 donors she personally knows. Our Board members are not Stewards with access to CSuite (and we don't want them to be at this point). Assigning Profile Types is currently the only way we can make those relationships searchable. It would be great to have an efficient way to track "cultivation contact relationships" like…

    3 votes

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  9. Make the Blue Box in the top left of a section clickable to home for that section

    There are some sections of the system where you need to click Home on the top menu and then click on the section you want. Profiles is one example. It would be nice if the Blue Box that indicates the section you're in was clickable back to "home" for that section. It would save time!

    1 vote

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  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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  11. permission

    Enhance the "login as donor" feature to track if someone on staff logs in and makes a grant distribution request

    1 vote

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  12. Permission

    Add the ability to assign permission to a grant group to delete grants that are NOT yet posted AND to give grant group ability to bypass Charity Check if needed (ie: an expenditure responsibility grant)

    1 vote

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  13. campaign ticket limit

    When selling tickets to a campaign/event, it would be great to have an option to set a limit/maximum number of tickets that one individual can purchase (especially if is private/exclusive and expected to sell out).

    9 votes

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  14. Rev Share Bulk Set Share Details

    It would be awesome to be able to set share details for monthly rev share entries in bulk instead of going through multiple entries. I think I had 180+/- individual entries to set in December. Very time consuming.

    1 vote

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  15. default school for scholarships

    It would be much more beneficial if you could set multiple options for the default school when setting up a scholarship. We do have a few scholarships that are only available to students attending one specific school, but the majority of our scholarships usually have 3-4 different options of schools. So then when a new scholarship is created, you could easily pick from those 3-4 options vs. having to look up the grantee everytime.

    1 vote

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  16. revenue share

    Impact Investing-Revenue Share
    We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…

    10 votes

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  17. Maximum Gift

    Currently, donors are alerted if they try to make an online gift below a foundation's minimum gift amount. However, it's not the same with a maximum gift. It would be helpful to do the same when a donor makes a gift that exceeds a foundation's maximum online gift.

    2 votes

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  18. Column export choice for all lists

    When I go to Donations and pull a list, the system gives me a choice of the columns I want to export. Can this also be done for lists pulled from Profiles, etc?

    2 votes

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  19. Interfund - Fund Name not in Description

    Please add the Fund Name in the inter-fund Descriptions & P-Description (currently it just says our Foundation name) of where the grant is going to. Thank you.

    12 votes

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  20. mobile

    Make Mobile Interface More Functional

    The current mobile interface is very hard to use--the blue bar at the left rarely opens, making pulling up information on a cell phone nearly impossible. If there's a way to get it to show up right I'd love to know about it, but right now I can really only see the page without the left hand navigation tools.

    7 votes

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