CommunitySuite Idea Lab
806 results found
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3 votes
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Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
3 votes -
"Tribute Sent" & "Date Tribute Notification Sent" & if mailed or emailed report option please
Hello - I am still struggling with how Tributes are tracked - I cannot find a Tribute "sent" option in default reports or in Tributes or any report that shows when it might have been sent or how.
2 votes -
Add a subfund field in the voucher upload
When we import a Voucher upload, there's no field for a GL subfund, so we have to go in after upload and choose the different subfunds for our GL codes. Would like to have this field included in the upload, so don't have to do this manual after-step.
1 vote -
Profile Type descriptions
It would be helpful if there was a description field that would allow us to further define a profile type to ensure there is clarity within the organization on what that type means to us.
6 votes -
delete donation record
Currently a user is able to delete a historical donation, there is NO pop up or confirmation to delete BEFORE the record is blown away! YIKES! Please add a confirmation similar to deleting a historical grant, thank you!
5 votes -
grant catalog card view
Love the new card view for the Grant Catalog. Would love to have this same view for the Fund Manager portal as well so when a fund advisor logs into their fund portal and clicks the Grant Catalog link, the catalog would be in card style like the donation portal of Fund Listing, Grant Catalog, Events, and Nonprofits since we don't use Stripe.
3 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
4 votes -
Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox
Because the Sandbox environment disables all system generated emails, the "Forgot Password" feature does not work (the email is never sent to the user).
Ideally the sandbox environment would be updated to all ONLY these password reset emails to send. But if that isn't implemented, at the very least the sandbox environment needs to disable to "Reset Password" options, or include additional language and warnings that the password reset will not work.
Currently our internal staff have to manually reset user passwords AND deal with staff that are attempting to do the right thing by manually resetting their passwords but…
2 votesOnce a sandbox is synced, the User Name/Password is the same as the live site. That should eliminate the need to reset your password.
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Add KPI tab to profiles
Key performance indicators are difficult to track and manage within CSuite. It would be nice to have it's own tab with some preset fields (most commonly reported fields) and custom fields that we can set our own reporting dates/times/notes etc...
We are currently using opportunities and then reporting separately for Grant and donation information. Ideally, this tab could have options to show/view total yearly/quartely donation amounts, grant amounts. There's many other items we report on but always have to go to a few different places to see/view what we need to report on.2 votes -
Add Qualified Donee row/option
Add a row to Grants and Grantee profiles that allow us to select Qualified Donee as an option for Organizations/Profiles as qualified donees are eligible to receive grants. Currently, with AJAH turned on and the word "Qualified Donee" in the FedID field, it does not allow us to check or process a grant therefor, we need to keep AJAH off and manually check the charity status for each grant. This may also include bypassing AJAH charity check if Qualified Donee is set.
2 votes -
fund advisor settings - can we make them editable individually instead of universally?
We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?
1 vote -
Please add an "opt in" button on donation portal - so we can share donor info with agency grantee
Hi - we are trying to figure out how we can easily share donor info with our agency fund holders on outside gifts they get to their designated fund. Can you add this "opt in" feature in the online donation portal?
2 votes -
Please add profile created date to profile filter reports
The profile "created date" is one of the most important filters - please add so we don't have to use a custom report. This will help us spot dupes quicker!
1 vote -
Bank Reconciliation - Cancel Feature
There should be an additional confirmation step for the "Cancel" option in the bank reconciliation. I lost an entire bank rec with 1 accidental click.
2 votes -
Capacity to tag additional profiles in notes
Capacity to share notes between profiles would be awesome.
Example 1: Fundraising visit with a particular business. Visit notes could go on the business profile, but the note could "tag" additional profiles, such as the business staff members present at the meeting.
Example 2: We utilize notes to capture obituary information. Family members could be "tagged" on the note in order to share the information across profile records, rather than repeating the obit note several times. One entry, several tags = awesome!
4 votes -
GLM/SLM changes syncing with csuite profiles
Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.
7 votes -
Table/Field Level Permissions/Security
Requirements include:
The system supports the setup of table and field level security for groups or individual
The system supports the setup of access security to attachments to defined actions1 vote -
Grant Request Bucket - checkboxes for requests to create grants
For the Request bucket in Grants, it would be helpful if there were individual checkboxes for requests to create grants, similar to what’s available in the Award Letter and Voucher buckets. There are times where we just want to select one or a select group from a list and we don’t have that option now.
2 votes -
Custom Report: Add the field of Reduce Spendable to Voucher Fields.
Please add Reduce Spendable field to the Voucher Fields list.
2 votes
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