Skip to content

CommunitySuite Idea Lab

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1223 results found

  1. When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the…

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Right now, there is an option to either send the Cart Reminder Email daily automatically or manually, which we can control. We think daily is a bit too frequent and would love the option to set which days it is sent. Like Mondays only, or Monday and Wednesday, etc. That way we can control the cadence to work better with our workflows for grant processing, and not overload our users with too many emails.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.

    There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.

    18 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

    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. We'd like staff to be able to reference the active list of File Categories within Files, without the ability to edit the categories. Can permissions be changed so that's possible?

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself.

    This is a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.

    The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.

    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

    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. If a fund has to reach a certain dollar amount before it distributes, is there a way to set a Distribution Start Date by fund balance?

    9 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. If you reclass a transaction to a different GL account, then the 1099 status of the current account should be applied and not the original account.

    5 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. I would love to see a column in the Vouchers listing showing which ones have attachments and which do not. Maybe it's just me but sometimes I mean to upload an invoice we've received to a voucher - showing the status of an attachment on a voucher will help me remember which ones to go back and upload.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Please auto populate the Nonprofit Directory with an organization's contact information. We have to enter the same information twice which feels quite redundant! It would be much faster if the information appeared and we could then simply edit anything if needed.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. We would like a 'View Only' permission option for the 'Log In As' function in the new portal. For audit purposes, we can't have multiple people use this feature as it stands. However, it is crucial for our donor/partner engagement teams to be able to support our fund holders and grantees using this feature.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. When setting up a campaign, it would be helpful to select the fields required per event.
    At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
    During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
    Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.

    21 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

    Proposed Idea  ·  3 comments  ·  Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. If someone is registering for a tournament and they need to select their T-shirt size, choose their level of difficulty, etc., it is very inefficient to assign these to the profiles after they have checked out. If we have 100 users signing up, we need to contact each one for this information?

    As a workaround, we are using the notes tab hoping the majority of users use it to enter their team name, t-shirt sizes and difficulty level, but this should really be an option for users to complete for all campaigns/events during checkout.

    5 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

    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Please add the "Do Not Enforce Spendable" field from the fund restrictions settings as a field and filter to the fund custom report.

    Currently, it is not possible to report or filter on this field whatsoever.

    7 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Add partial cancelation field in pledges in custom reports. This will allow for a formula to get the true amount outstanding for a pledge in custom reports.

    I am aware the information is available in the pledge module. Unfortunately, the reports in the pledge module are not able to be linked to PowerBI or Google Looker Studio.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. It would be great if there was an easy way to upload a logo for the affiliate portal that would automatically change it from the overall system logo. Right now, the only way to update the logo for our affiliate's Giving Hub is through complicated coding that our team is not able to do. Thank you!

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. When the user is on their main portal page, the "CREATE GRANT REQUEST" button appears on the upper right. Once they click on it, they're brought to a page that has three buttons (PREVIOUS GRANTEE, SEARCH GRANTEE, & MANUAL GRANTEE).

    The page is .../portal/fundadvisor/grant_request

    "CREATE GRANT REQUEST" still sits on the upper right. This button does at that point. That is, it brings the user to the same page. That button on the ".../grant_request" page should be deleted because it's confusing.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Please introduce template logic for the Yearly Tax Receipts. Currently, you must change the default in order for the Yearly Tax Receipt to generate a different template.

    It would be great if, like the normal Tax Receipt, the Yearly Tax Receipt template was able to be configured to discern when the system should use it. This would be achieved by including the options for assigning logic to the template (payment method, donation type, etc.).

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. The Android version of the new portal needs attention. The columns are jumbled on top of one another. It was a lot cleaner in the older version. We are competing against Fidelity's DAFs, and this is a real problem for us.

    9 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

    Proposed Idea  ·  1 comment  ·  Styles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!

    12 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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?