CommunitySuite Idea Lab

  1. Identify Deceased Profiles/Households in Donation Creation Dropdown List

    When you go to Donations --> Create, you are currently able to select deceased profiles/households from the dropdown list to link to a new donation. Is there a way that the deceased profile/household will not show in that list? OR Is there a way to note that the profile/household is deceased in the dropdown just as it's noted when you search in Profiles?

    We mainly find this issue with deceased households as many donors are still using checks that have their deceased spouse name on the check.

    1 vote

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  2. bulk edit fund advisor permissions

    I really would like to see bulk edit capabilities on the Fund Advisor page. We can currently set all or nothing which in theory is nice, but I have fund advisors with different permissions. So if I turn them all off to do what needs to be done, they don't "restore" when I turn them back on. Which means then I have to back through every single fund advisor who didn't have permission for notifications turned on to begin with and turn them all off again. (which is a very time consuming endeavor)

    1 vote

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  3. Monthly Budget

    Creation of a standard report which would have all 12 monthly Budgets and a total column. I'm actually surprised this rather common report is not already offered. Right now I need to develop the Budget by month using Excel and then load the individual months into Foundant, but it would be valuable to have a Foundant Budget report to match against the Excel file.

    2 votes

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  4. Deactivate a tribute

    It would be great if we could mark a tribute as inactive so that it does not get used going forward; but that it's searchable in history and can live on the donation.

    2 votes

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  5. Adding a date to the yearly tax template

    For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?

    3 votes

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  6. Donor Portal: Redirect users to original URL after login prompt

    Currently, you can only direct users to specific pages of the Donor Portal (from an eDM for example) if they are logged in.

    If they are not logged in, they are taken to the login page and, after entering their credentials, they end up on the home screen (bad UX).

    Would be great if users could be redirected to original URL after being prompted to log in. This would enable us to link donors directly to different pages of the Portal.

    6 votes

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  7. Password policy for Donor Portal

    Currently, a password policy can be set for the Csuite backend under System Data. As far as we can see, there is no option to set a password policy for the Donor Portal. It would be great to be able to set this up for the Portal too, as donors can currently set a one-character password, which isn't great in terms of security.

    8 votes

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  8. How to fix Canon printer in error state?

    There are many ways to fix a Canon printer in an error state one of the ways is to fix port issues given below
    Go to the Device Manager window. In the Device Manager window, go to the View menu and select "Show hidden devices" from the drop-down menu.
    In the Device Manager box, you should now have Ports (COM & LPT) choices.
    Then select the “Port Settings” tab. Select “Use any interrupt assigned to port” from the list of choices. Next, select “Enable Legacy Plug and Play Detection” from the drop-down menu.
    https://www.canonprintersupportpro.us/blog/fix-canon-printer-in-error-state-issue/

    1 vote

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  9. Roles/ Relationships report for each donation

    Donation reports be able to pull Roles/ Relationships associated with each donation. This would be helpful to show who each donors board contact is for thank you calls/ notes/ development.

    2 votes

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  10. fund advisor notifications - multiple funds

    I would like to see donation notification and grant notification be an option on each fund, just like the different tabs they can see on the portal. Currently it's all or nothing. We have a number of Fund Advisors who are advising on multiple funds, however, they may want notification on one fund but not the other. I would like to be able to give them this option.

    1 vote

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  11. Allow deceased profiles to be added to campaigns

    It would be great for data cleanup and historical data retention if we were allowed to add deceased profiles to campaigns. So much of our data that was migrated over was in pretty poor shape in our old databases, so now as I'm trying to clean up our data, I'm unable to add deceased profiles to campaigns to retain that historical record. I would like to be able to do that!

    1 vote

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  12. Fund Name in Tax_Receipt Templates

    When generating templates for tax_receipts, a fund name fields exists. This automatically pulls the Public Name of the fund. It would be nice to have the option to include the fund's legal name as entered in the system.

    1 vote

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  13. Add ability to bulk upload an attachment to grants in the "New Bucket"

    It would be useful to be able to bulk upload attachments to grants in the New Bucket and be able to use the filter feature as well to do this. Especially if there is a grant login backup document or email that applies to one Fund with multiple grants. Toward year-end we get Funds that grant 60 grants at once. While using the import feature does save some time, it does not allow to bulk upload attachments. So I have to go into every grant manually and upload at the moment.

    3 votes

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  14. Pay Sponsored Org on Voucher

    Can there be a way to add a Sponsored Organization on a vendor's voucher the same way you do on a grant. We have a lot of expenses paid via credit card and it would be helpful to be able to create a voucher with the vendor's name (ex. Dominion Energy) but make the check payable to our credit card since that is how the bill is paid. This way we can easily search/review expenses instead of having to dig through our credit card transactions.

    2 votes

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  15. 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

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  16. 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

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  17. 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

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  18. 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?

    2 votes

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  19. 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

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  20. 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

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