1221 results found
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Birthday / Anniversary Dates
Birthday / Anniversary Checkbox
Add a checkbox labeled “Send a Card” to the Birthday field (Individual) and Anniversary field (Household). This should be checked by default, except for donors who have opted out or for minors where sending a card would be inappropriate.1 vote -
Opportunity Notes - Make Custom Field(s) reportable
With the addition of custom fields to Notes, we know the custom field is available for use in regular Notes and Opportunity Task Notes, as well as available on Opportunity Notes. The custom field appears as a reportable field in custom reports for Notes and Opportunity Task Notes but NOT for Opportunity Notes. My assumption is the custom field should show on the Opportunity Note report based solely on the objects being used in that report (i.e. Opportunities and Notes). Can the custom field please also be connected/available for the Opportunity Notes?
10 votes -
Fund Balance Report or Custom Reports with Balance as of Certain Dates
I noticed a suggestion a while back to include $0 funds in the Financials: Fund Balance Report, and I would like to bring that back up. Or else a custom report where you can pull balances as of a certain date, not just the Current Balance. This would be extremely helpful for various reasons.
2 votes -
Fund Holder Portal - Show Grant Advisor as the Contributor on Internal Donations/Grants
Currently, if an internal donation/grant is made the fund name is listed as the contributor on the gift summary in the fund portal but the Community Foundation contact information is listed on the Contributor Summary. Is there a way to list the grant/donation advisor contact information if one has been entered.
1 vote -
Fund Statements: Show grants total by grant type
As a community foundation with defined impact goals
I want to be able to show a fund holder what they have contributed toward those goals
So that I can inspire them to give more to the impact areas.Another application of this functionality would be to show the fund holder a breakdown of all their grants by grant type.
3 votes -
Submit Idea
When checks are generated in CommunitySuite, the written dollar amount currently appears in the following format:
Two thousand two hundred and forty-eight dollars and 47/100
This format includes “and” within the whole-number portion of the amount. While grammatically correct, it differs from the more common U.S. check-writing convention, where “and” is typically reserved for the cents portion.
Example of the commonly used U.S. format:
Two thousand two hundred forty-eight and 47/100 dollars
This wording is standard in many U.S. accounting systems and check templates, so the current format can appear unusual to finance teams that are accustomed to the U.S.…
3 votes -
nakeia@cobbfoundation.org
When processing grants, it would be very helpful if we could assign a letter template to a specific payment type. If a default payment type is saved for a grantee, it would be great if CSuite could automatically generate the correct letter. Currently, we have to manually select the electronic payment letter when processing grants paid by ACH bank transfer.
8 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
8 votes -
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
2 votes -
Do Not Text
Please add a "Do Not Text" feature similar to the "Do Not Call" and "Do Not Email" feature to Profiles.
1 vote -
Check all boxes
Please add a "Check All" or "Uncheck All" feature in reporting for Profile Types.
2 votes -
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
1 vote -
Add Ability to Filter Donor Report by “Has Not Given Between X and Y Date”
Many foundations need a quick way to identify donors who have not made a gift within a specific date range (for example, donors who have not given during the current fiscal year or within the last 12 months).
Currently, users can filter the Donor Report by Last Donation Date, or view Year-over-Year donation columns, but there is no simple way to directly filter for donors who have not given between two specific dates.
A few examples of common use cases:
-Identify board members who have not yet made a gift this year
-Identify lapsed donors who have not given within…5 votes -
attach files
in some areas of CSuite when you click "Attach File" you are given the option to check a box that says "External", however other areas such as vouchers that check box is not available.
As a user I would like the option to attach external links in all areas where "files" would be attached, this would allow my team to link to our Sharepoint rather than saving in Sharepoint and in CSuite.1 vote -
search for school using id number on the student record
We have a lot of schools with similar names. For example, we have about 25 profiles associated with The University of Texas system. It would make identifying the school much easier if you could search for the profile id of the school on the student record instead of only being able to look for the name.
0 votes -
User Specific UI Feedback (Darkmode/Contrast)
Please post feedback here
1 vote -
Full System Audit Trail / User Activity Logs should be mandatory
CSuite would benefit greatly from having a comprehensive system-wide audit trail that logs all user activity across every module and function.
Recently we discovered grants had been entered using the “Create Spendable” function, but no user log was available to identify who performed the action. Without that information, the only way to determine what happened is to ask staff individually if they made the entry. When you have multiple staff entering grants, this is important. Not only from an operational standpoint, but from a chain of custody one. We have also had issues with profiles being marked inactive and no…
53 votes -
Donation Batch - Files
We like the new donation batch entry screen, but please add the option to attach a file for documentation that is then automatically attached to all donations created through the batch process. Otherwise, we still have to go back to each created donation and attach the documentation for audit purposes.
1 vote -
opportunity beneficiaries
The listing of beneficiary opportunities on the Org relationship tab is great. However, could you please add the donor's name on that listing? We don't know who these donors are because there is no name listed. This would be very helpful.
Thank you.3 votes -
Opportunity Task Workflow (Repost due to archived)
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating a number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be CUSTOM designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
2 votes
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