1132 results found
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Font styling needs to be added to CSS
We really need a way to manage font color/size/weight in the CSS page. Menus / navigation font is so light in color and weight that it cannot possibly be meeting contrast/visibility requirements for accessibility. We need an easy way to adjust that without having to build all the styling within our content html.
10 votes -
Fixed Assets and Depreciation
I would love a Deprecation Schedule module in Community Suite! Currently, we pay our auditors to track our fixed assets and we could purchase software, but it would be great to have it integrated. Thanks for considering!
19 votes -
Collapse/Expand Files
Please can we have the ability to collapse/expand file categories in the attached Files sections. This would help enormously with overview.
7 votes -
Attach Tasks to Profiles
It would be wonderful if you could see completed tasks when on a profile. When I pull up a donor profile, I need to see what/when their last point of contact was. For example, if we mailed a personal note, made a phone call, sent an email. Very helpful information especially when a donor says, we haven't heard from you this year!
5 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
70 votes -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
12 votes -
990 Division Checkbox Filter
Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.
4 votes -
Set registration information required
We would like to be able to set the required information for someone to register for an event. Sometimes we have donor events where the individual/household should register, other times we have grantee events where we would like the organization to be required and the guests should be the individuals actually attending. We are running into the problem with the individual "tab" being first is that organizations are registering as individuals rather than the organizations and we are having to manually fix each ticket. At this point, it would have been easier for organizations to call or email us and…
7 votes -
Pledge Reporting
Home - Pledges/Promises - Filter Reports.
Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.
Home - Pledges/Promises - Filter Reports - Export
Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…
6 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
57 votes -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
2 votes -
Stripe Terminal
Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!
16 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
103 votes -
Add Contact First and Last Name to Year End Tax Receipt template fields
Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!
1 vote -
Term investments - edit options needed
The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.
For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…
1 vote -
Term Investment - default fund/accounts would be helpful
Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.
Smart tips would be helpful in creating a new term investment for distribution fields.
1 vote -
Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Tributes and Stripe gifts
Stripe gifts come into Csuite posted. If a tribute is added to the donation in Stripe, the tribute does NOT go into the tribute bucket. Also, there is no way to edit the tribute. We need the ability to make changes and add the tribute into the tribute bucket in order to properly notify people
10 votesThere is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.
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Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields
For numeric fields in a custom report there is currently a "Total Column" checkbox option to total the data from all rows in that column. The total will display in a new row at the bottom of the column.
We'd like the same thing but with the option for Average, Min, Max, Count, etc. Those are only possible now by grouping and removing all other fields. We end up with the calculated value but can't see any of the individual records or details. We can get what we need in Excel by exporting and adding a formula but would like…
27 votes -
Syncing a Csuite campaign into an already existing Mailchimp tag
Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.
35 votes
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