CommunitySuite Idea Lab

  1. Check Run hides items needing to be posted - please make more visible!

    Hi - I was just notified by a grantee that they had not received their ACH grant payment. I went back into CS and found that one of my checkrun batches was not posted through and it was super hard to find! Can you please make unposted checkruns easy to spot? Especially when it gets busy, its hard to remember to go back and look through each check run to see if it was posted (especially electronic payments) - Thank you!!

    1 vote

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  2. test site tab color on chrome - change to RED if possible?

    Hi! Is there any way you could change the Foundant logo on the Test site chrome tab to red? I sometimes have many tabs open when I am working in both test and real site and it would be AWESOME if the logo in the web tab was red (or a different color than real site). Thank you!!

    1 vote

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  3. Sand box should allow logo to be updated for testing purposes

    We are updating our branding and need to test out how the new logo will appear in Community Suite. Currently the only way to test what a logo will look like is to update the live site --- kind of defeats the purpose of the sandbox.

    The sandbox should allow you to upload a different logo so that you can test out what it will look like prior to updating the live site. Similar to how you can test out the templates in the sandbox prior to updating the live site.

    1 vote

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  4. note

    Add a feature in the Notes to attach a file. For example: sent email regarding grant request. And then you attach a PDF of the detailed email that is easily downloaded from your email provider, i.e. Outlook etc.

    1 vote

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  5. Fund Fee Types

    It would be nice to be able to have a fund fee type of 2% of each donation received or $300 minimum annually. Right now if you select % per donation it will not give you an option of a minimum fee.

    1 vote

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  6. board portal

    Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.

    1 vote

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  7. Scholarship Tab at top of page

    Could you add a donations block to the top of the page where home, tasks, donations, etc are? That would be nice to have there.

    1 vote

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  8. Comment with Tribute Notification

    We would like a custom merge field in the tribute section of a donation for comments from the donor that would merge into the tribute letter template. In memory of and in honor of gifts often have sentimental value and need to be shared with the recipients. It would save a lot of time to be able to add these tribute phrases directly into a donation record and have them automatically added to the letters and emails.

    6 votes

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  9. Ability to upload image on' Make Payment' Feature

    Our team likes to include an image of the check issued to an organization we have funded. Is there away to add an upload feature to the 'make payment' option under Tools?

    1 vote

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  10. scholarship check number

    Please add check number field to Scholarship Payment reports. Right now we can add the CSuite Check Id, but not the check number. I'd like to include the check number in my merged letters to schools.

    1 vote

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  11. Need to Disable Fund Advisor Portal Grant Tab Drill-Down

    Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.

    Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.

    Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives…

    6 votes

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  12. title

    Allow the ability to populate the Title field, but then not have to use it in the address if you do not want to. We traditionally do not use titles on letters and addresses for any of our correspondence.

    1 vote

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  13. Donation Report from donor screen

    We have donors that come in and want a report of all their donations, similar to one on a fund page, but by donor.

    1 vote

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  14. Consider changing "stewards" from staff with logins to allow us to use this field for board members and other VIP volunteers who actually do

    Consider changing donor "stewards" from staff with logins, to allow us to use this field for board members and other VIP volunteers who actually do the work of stewarding our donors.

    1 vote

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  15. stripe donations

    It would be great to have new stripe donations notified/highlighted on the dashboard

    1 vote

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  16. Fee accrual

    I appreciate the ability to do interest and dividend accruals and reversals at the end of a period. However, we still need the ability to do this with investment and custody fees that accrue at the end of a period. Please add this function. As it is now, I need to tie up one of the Support Team members for at least an hour or more to make sure a workaround is accurate.

    1 vote

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  17. Customize Resend Guest Link Email

    Please add the ability to customize the "resend Guest Link email" for an event.

    1 vote

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  18. Sandbox Permissions

    When training new staff, we like to give them full permissions in the sandbox site so they can access everything and more easily see how their role fits in with other parts of our processes. However, every time we sync the sandbox site, these permissions are overwritten by our staff's more limited permissions in the live site. It would be great if there was a setting that would allow us to keep full permissions in the sandbox site even after syncing it. Thanks for considering!

    6 votes

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  19. Employee User Name on Donation

    I searched for this but haven't been able to find anything on the topic. It would be beneficial to have the person who entered the donation as a field on the donation tab, and then be able to run reports on this field. We have multiple people entering donations and this would help to sort where donations are in the process.

    1 vote

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  20. In-Kind Donations

    Currently when in-kind donations are entered a monetary value is required, but our organization does not assign worth to items donated such as furniture or books. It would be useful if the "Amount" was optional for In-Kind donations so we do not have to go outside of CSuite to create a thank you letter/receipt.

    5 votes

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    You could create a template for in-kind donations that  just has thank you language. Then, on the template add it to the payment method in kind.  Then when you process inkind donations it should pull that tax receipt with the thank you language.

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