CommunitySuite Idea Lab

  1. Ability to add letter templates for general correspondence using fund and profile fields together

    The more we use CSuite, the more we want to use it lol! Would be great to be able to add letter templates for general correspondence for mass mailings - using the fund and profile fields together in one document.

    1 vote

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  2. Create a "generated date" field for the on-demand "manual fund statement" function

    The "generated date" field for fund statements is great but can't be used for those statements generated "on demand" using the "manual fund statement" function (or perhaps I am using the field incorrectly?). would be a great feature to have to know as of what date the document was created, without having to manually adjust. Thanks for considering!

    1 vote

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  3. Donation Custom Reports - Add Donation Create Date

    We have a need to see all donations created in the past week. We've been basing that on donation date, but you can enter a donation in the current week with a donation date before the current week, like when public securities are donated at the end of the year and it’s important to have that date for the donor. That’s one example. We really need the donation create date added as a field we can pull and filter on.

    1 vote

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  4. Improve Internal Grant Field Upon Initial Entry

    It would be nice if the internal transfer grant fields upon initial entry would reflect the same fields for external grantees. Namely the "grant summary" so you don't have to go back into the grant and select "edit." It saves times.

    1 vote

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  5. Salutation Field in Donor Report

    Add Salutation Field to Reports/Donors report. We pull this report to merge with our annual Valentine's card to our previous year donors to give them the final annual total to help with their taxes. (Don't worry, it's not an official tax receipt like the letter we sent during the year.)

    1 vote

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  6. Turn off notifications when deactivating CSuite user

    When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.

    Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.

    It's nice when you don't have to do these…

    4 votes

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  7. 1099 code needs to be on voucher line level not only broadly on vendor or GL

    My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.

    FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.

    1 vote

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  8. Overall Search Functionality Improvement

    Search Functionality has to be improved, please! Perhaps you can add a place to search, hit enter, and anything that is related to the search can show up in one report-like page? The search functionality is hamstringing my work!

    1 vote

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  9. Include contributor time & date stamp details in PDF

    We are using a follow up form for our grant agreements. We liked that the grant request "owner" can invite a contributor to digitally sign the form and that when we look at the form we can see who logged into their account to digitally sign and when. It would be nice that if we need to print the grant agreement we could see those details that are visible when we hover over the information "i" next to the textbox. Currently, when I click "follow up documents" to create the PDF, the details of who actually signed and when are…

    1 vote

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  10. Categorize unsent Tax Receipt letter view as "Unposted" and "Posted/Recent"

    Categorize the Tax Receipt page that shows unsent tax receipts as either "Unposted" or "Posted/Recent", consistent with the Donation page. We post gifts and then send letters, and this view would be helpful to make sure we don't send a tax receipt letter before the gift has been reviewed.

    3 votes

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  11. Ability to delete a default template

    You can delete a template if it’s not a default one but you can't if it is the default. I accidently created two templates we will never use because I didn't understand what I was creating and now I can't delete them out of the template list.

    2 votes

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  12. Add "date created" column to donation export,

    This information exists on the donation. It would be helpful to have in the export.

    2 votes

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  13. student id

    It would be helpful if the Student ID had hyperlinks that we can then jump to the student page when building a custom scholarship payment report. Here, you can see if a student is receiving multiple scholarships at one glance and keep all the records for that student (file uploads) on one page.

    2 votes

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  14. Delete columns on canned reports

    Please make it so that we can delete columns from canned reports. For instance, on the Donor Report for a Fund there are a TON of columns that are not needed if all you want is a mailing list. It's way too clumsy to create a custom report. If we can delete columns, then we can just Print Page. Thanks!

    2 votes

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  15. Scholarship Quick Add Function

    There is a "quick add" for scholarships where you can enter the full scholarship amount and the years it's payable and the system will create multiple scholarship entries. This is great, except we pay our scholarships by semester.

    Is there a way you can adjust it to have the option to select how many months or "twice a year" instead of just the number of years?

    1 vote

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  16. Campaign Ticket notification

    If our campaign event is a paid event, we are notified through Stripe about the purchase so we can keep up with who has registered. HOWEVER, if it is a free event we are having a hard time keeping up with registrants because we receive no notification that they have registered. Becomes a nightmare also when you want to make sure they have a calendar invite (that CS also isn't capable of doing yet). When creating a campaign, it would be great if there was a way to add a notify section that would allow us to select people in…

    2 votes

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  17. recurring donation

    Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.

    1 vote

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  18. Custom Field Type - number option

    It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.

    1 vote

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  19. Default Grant Letter Template

    When syncing GLM grants and then creating grants in CSuite, all grants at our Community Foundation receive the same grant letter template. Currently, it is required to select the appropriate template letter on all individual grants, sometimes 50 or more. It would be a nice convenience to have the ability to set a default grant letter template when syncing grants from GLM to CSuite.

    1 vote

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  20. Filter by custom field

    When filtering a custom report on a custom field, it would be great to have the "Match Type" control - "exact", "contains", or "begins with".

    2 votes

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