CommunitySuite Idea Lab

  1. Donation & Grant Summaries on Donor and Grantee Tab

    Donation & Grant Summaries on Donor and Grantee Tabs - Freeze Fund Name Column. It would be helpful if the fund name column on the donation and grant summaries tabs for donors and grantees could be locked as you scroll right to look at year-by-year amounts or for the total. Currently, the fund name columns get hidden by the left side menus. At the very least can you consider moving the totals to the first column next to the fund name.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Donor Portal description vs. notes

    It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. distribution types and calculations

    In the Distribution Types, allow for "Calculations Base" using a combination of Principal AND Default. That would allow us to weed out funds that a donor has added to their fund to be held as spendable (ie, a quasi endowment fund that also has some endowment).

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Budget Import template

    Budget import template: does not match how we format our budget excels which we then convert to csv sheet (months in template are in rows instead of columns); could there be options for more flexible csv files to accommodate different formatting with the csv file?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 990 Report Grant Purpose

    For the grant purpose, the IRS directions say "Don't use general terms, such as charitable, educational, religious, or scientific." Is it at all possible to have the 990 report pull the "Description" field instead of the Grant Types that are very general?

    We typically have to report every single grant to an organization that we give more than $5,000 to because of the specific restrictions/designations on each gift. We would not be able to group them all under one general description which I believe is what the new update on the report would do.

    990 Schedule I general instructions for…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    Currently, profiles can be invited to a campaign in mass but RSVP and attendance must be set profile-by-profile which is a significant time commitment.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Require approval of ach information on vendor profile

    It would be great if there was an approval process for entering ACH/banking information on the vendor profile. This would confirm there were no typos during the entry process.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. HTML and Merge Field Compatibility for Grant Letter Email Template

    Please make the grant_ letter_ email_ body template in site custom content HTML compatible! It appears every template is html compatible except this one.

    It would also be helpful to have more merge fields available within this template. For example, payment amount and payment description/memo!

    Without the html compatibility, you are unable to create line breaks or format any text which is very frustrating. Without additional merge fields, very limited information can be communicated to grantees.

    Thank you!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Trial Balance Export with Long and Short Names

    We need to be able to pull a trial balance on a specific date by pool asset account and have the long and short name for the fund export to excel.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. System Data - Content: enable html for grant_letter_email_body

    Please make the grant_ letter_ email_ body template in site custom content HTML compatible! It appears every template is html compatible except this one.

    Without the compatibility, you are unable to create line breaks or format any text which is very frustrating.

    Thank you!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Multifund and Multitribute Donations

    We have many donors that send in one check to donate to multiple funds and/or for multiple tributes (especially at the end of the year). It would be great to have a multifund and multitribute option on donations so that I do not have to enter the single donation multiple times to allocate it to the proper funds and/or tributes.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Search by EIN

    Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility complete & application submitted

    In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility completed & application submitted. Currently, only one email to students is offered and needs to be used for BOTH situations. This is very confusing to students, causes frustration and likely prevents some students from finishing their application.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Filter option under Scholarship Payables page

    The Filter option has been a great addition to the different lists in C-suite, It would be really helpful to have the filter option under the Scholarship Scheduled Payments list. Having the ability to filter the Payment date to only show a range or specific date would be really helpful in creating report for payment approval.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. balance swap

    With the balance swap feature, it would be wonderful if we could export the table that come up into excel. That would make it easier for us to analysis the data and sort by fund type or account.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Why does it show Outlook disconnected?

    There are various reasons that the outlook is discounted. Possible reasons that your Outlook disconnected are mentioned below.
    The outlook client is working offline.
    Unable to connect to the mail server.
    Work offline mode is available.
    Slow internet connection.
    Using outdated applications.
    Impartial or corrupt Microsoft office installation.
    If you have more queries or need expert help, contact us anytime.

    https://www.emailsupport.us/blog/outlook-disconnected-issue/

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Show Password When Logging Into Fund Holder Portal

    Many fund advisors are getting incorrect password errors when typing in their password and when we try the same password on our end it is correct. It would be nice if they had the ability to "show password" so they could confirm that they are typing it correctly.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Fund Name on the Advisor Portal

    Would like to see the fund advisor portal show the name of the fund, not the public name. Or have an option to choose one or the other. We have a few funds that include sub-funds for accounting purposes -- the sub-funds all use the same public name.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    Just tried copying a grant in CSuite - sweet! However, once you copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates. Also, the expense account does not transfer over. And, as we now have custom fields, any custom fields too - thanks!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Grant Type on Grantee Profiles

    Hi! When reviewing grants on the New, Approval or Voucher tabs in the Grant section the "Grant Type" is a visible column. However, when reviewing the Grants on a Grantee profile, this column is missing. You have to click within the grant to be able to view the grant type. It would be helpful for us to have the grant type visible along with the other columns already there (ID, Grant Date, Fund Status, Amount, Sponsored Org, Beneficiary, Description)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 53 54
  • Don't see your idea?

CommunitySuite Idea Lab

Categories

Feedback and Knowledge Base