CommunitySuite Idea Lab

  1. 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 →
  2. 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!

    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 →
  3. 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 →
  4. 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!

    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 →
  5. 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.

    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 →
  6. 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

    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

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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.

    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

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

    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

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. campaigns

    Can it be a thing to have automatic receipts sent for a campaign, but not have it universal for all donation receipts? We want to send out a free zoom link for an event, but to do so we need to have all online donation receipts active. We also want to keep track of RSVPs so we know who is coming.

    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 →
  16. Notes in closed opportunities

    There are times when a closed opportunity requires an update; it would be nice to be able to add a Note to this closed opportunity without having to reopen the opportunity and change the closed time stamp.

    An example of this is when a fund holder would like to update their fund agreement perhaps with a new name or a new After Lifetime Directive. We want to track this process, but it is not a NEW opportunity. Currently this requires us to open a closed opportunity, add a new Note about the update, and then reclose. The timestamp then creates…

    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. Improvements to Donor Portal copy function for usability

    Hi there! I received great feedback from a fund advisor on the new copy function for the Donor Portal. When doing numerous grants, the usability is not what it could be when trying to use the copy function. The available balance only tallies on the home page and there is nothing to indicate on the Grant History page that a grant was copied. When copying, you are taken to the request page, but that means you left the copy page. The result is a lot of toggling between tabs to try to keep straight what has or has not been…

    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 →
  18. No Check numbers on Bank Deposit Slip

    The bank deposit slip does not carry the payee check number. We had hoped to replace our handwritten bank deposit slip with the one from CS since the entry is already done, but need the check numbers and they do not come in.

    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 →
  19. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

    For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.

    8 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. Create account / subaccount without having to save and edit

    It would be great when creating GL account (and other records) to have all fields visible upon initial entry vs. having to edit after saving. It would ensure the complete set of data accompanied the record, and save time.

    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

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

CommunitySuite Idea Lab

Categories

Feedback and Knowledge Base