CommunitySuite Idea Lab
1468 results found
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optional grant letter
When processing an internal or external grant, there should be an option to turn off the grant letter template. Most of our external grants need letters pulled, however, about half of our internal grants (and an occasional external grant) do not need letters. With the update made on 1-18-23 we can turn it off but that would turn off all letters, right? We need an option to turn it off when it's not needed but keep it on when it is. Just like with the tax receipts. There's an option to turn off the tax-receipt. Why can't we have that…
1 vote -
text communication to student applicants
I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!
3 votes -
Campaign - Organization Name Fields
When someone is registering for an event with Quantity of 1 and they select Organization, there should be a field to add the individuals name. The function to add Organization and Individual name is only available if the quantity is more than one and adding a "guest".
1 vote -
ability to make grant documents shareable with fund advisors
I'm (finally!) loving the new process for generating grant documents (e.g., letters that we send with checks). Our Fund Advisors ask for copies of those letters to be uploaded via the portal so that they see exactly what the charity sees when the check arrives. (It also gives them comfort that we actually sent the check.) Currently, I scan each letter and attach it as a shareable PDF at the grant level. Now that the system automatically attaches the letter at the grant level, it would be great it I could simply mark that as shareable without having to upload…
1 vote -
complete grant summary should be searchable
This very long list of complete/historical grants is not searchable, would be helpful. Thank you!
1 vote -
Multifund Donation - Multiple Donation Types
Currently when entering a multifund donation only one Donation Type is allowed. Under certain circumstances split donations need to be applied to different revenue accounts.
Adding the ability to select a Donation Type for each multifund line item would expedite the entry process and eliminate separate entries for split gifts.
4 votes -
Statement of Activities Functional Expense Filter
Add filter option for functional expenses on the statement of activities report. We budget for the functional expense accounts separately and it would be great to have the option to run a budget to actual report for just one functional expense grouping.
1 vote -
Doubtful Pledge Allowance & Pledges Receivable Discount
Funds that are associated with a pledge have line items for Doubtful Pledge Allowance as well as Pledges Receivable Discount within fund statements. Unfortunately those values have to be manually corrected as CSuite does not generate the "hard balance" but rather inserts the JE adjustment correlating with those accounts.
It would be helpful to have CSuite pull the actual balance figure for Doubtful Pledge Allowance and Pledges Receivable Discount into fund statements versus the latter to avoid human error.
4 votes -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
4 votes -
steward
We would like to be able to pull the Fund Steward's (staff) name into fund donors grant reporting as a column so that we can provide the stewards weekly reports on how their funds are sending out grants. Since we do not have fund stewards as grant approvers, they do not see donor advised grants heading out the door so setting up a recurring report would keep them up to date.
1 vote -
Edit voucher approval email
It would be nice to be able to edit the body of the voucher approval email. It's very basic and robotic sounding.
1 vote -
online donation receipts
Alert: Online Donation Receipts Merge INCORRECT DONOR INFO
If a donor with an existing CSuite profile enters new contact information while making an online gift, CSuite will port that information into their profile before emailing a tax receipt. However, the tax receipt is merged using the primary contact information, NOT the new info the donor has just shared. This is true for both the mailing address and the email address.
Example: Joe and Jane have an existing household profile; Joe’s email is marked as primary. For Joe’s birthday, Jane makes an online gift to a fund they love. She enters…
2 votes -
Revenue accounts through Stripe - need multiple choices
Stripe donations only have the ability to post to one GL revenue account. Having a choice of revenue accounts is preferred since some of our funds are endowment funds and some are non-endowed funds (need different G/L numbers).
1 vote -
Rich text in content please!!!
No explanation needed. We really need this to look professional. I kill myself over looking good graphically and visually. I have an html/text transfer site open on my computer...for all your software does, this seems fairly high in importance.
3 votes -
It would be great if C Suite created auto-notifications for internal donations!
We have several non-profits that would like to recognize their donors in real time when receiving a donation. They have access to the donor portal, but it's not feasible for them to log-in daily, or even weekly. Just recently, we had a donor submit a $10,000 internal donation and the non-profit was contacted by the donor to make sure they had received it. The non-profit felt terrible about the oversight...had they received a notification they would have followed up with the donor immediately to thank them! The addition of auto-notifications would be such a great benefit for our non-profits!! Thank…
2 votes -
Fund Statements
It would be great if the fund statement section in the fund would default to being collapsed or just showing the most recent statements. We have been on csuite for less than 2 years and the list taking over the screen when viewing funds.
Currently, the user can collapse the statement listing but it returns to the entire list something is done in the fund like opening a saved document.3 votes -
Fund Advisor Portal - add footnotes for balances
We'd like the ability to add footnotes for Current Balance and Spendable Balance to provide donors with more detail.
3 votes -
archive past grant cycles
It would be nice to archive past grant cycles that are no longer active or relevant. Or possibly have buckests showing what is active and what is closed.
1 vote -
attaching files
We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.
It would be great if there was a…4 votes -
Indicate which accounts have checks pending approval
On the main checks page, it would be helpful if the system indicated which accounts have checks pending approval. We have several bank accounts, and our approvers often miss checks because they don't click into each account each week, which means we have to follow-up on payment day to finalize approvals which slows down our AP process.
1 vote
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