CommunitySuite Idea Lab

  1. Tribute option to grant requests & fund advisor portal

    I would like to add tributes (in memory and in honor) to the grant requests portal so fund advisors can use this when requesting grants.

    19 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tribute Templates by Fund

    The ability to assign tribute templates by fund instead of by the individual tribute would be very useful. In our experience, every tribute donation we receive is only for one fund, so assigning a template at the fund level (similar to how it's done for donation templates) would save us from remembering to choose a different template when we don't want the default used on certain funds. Thanks.

    9 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. balance swap

    As we are working through learning the balance swap process we thought it would be incredibly helpful if the totals were to appear at the bottom of the balance swap so that you could double check the amount to be transferred.

    29 votes

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    Under Consideration  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bold the Fund Names or the Donor Names when using the search box

    It would be nice if the Fund Names or the Donor/Grantee Names would be bolded when using the search box. This would help distinguish between the items and make it easier to find exactly what I am looking for.

    I think it would look best if the fund names were the ones that were bolded. :)

    8 votes

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  5. Making Tasks Viewable to All

    It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks

    18 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Adding Profile Link to Notes

    Currently we have to be in profiles or donors in order to link a fund and profile to a note. It would be nice to have the option of linking a profile to any note added within CSuite.

    13 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Recurring Donation Login

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    47 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. API for Constant Contact

    We are wondering if there are plans to integrate Csuite with Constant Contact in the same way that you did with Mail Chimp. We are exploring moving to Mail Chimp, but don't want to go down that road if you are planning to integrate with Constant Contact in the near future.

    9 votes

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  9. Stripe donations option of where to post

    A method to choose what account and option if donation is spendable when processed through Stripe. Easy method to adjust these donations that should not go to the default account.

    19 votes

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  10. tribute

    When receiving multiple gifts for the same tribute and each donor has requested a different person to be notified of their gift, there is no way to tell which person is to be notified of which donor's gift.

    Also, when receiving multiple gifts for the same tribute and some donors have requested a person to be notified and others haven't, there is no way to tell which donor has requested a notification of their gift to be sent and which donor has no requested a notification to be sent.

    Please provide clarification.

    15 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding an 'Other Detail' to the Email Fields

    It would be helpful if there was a field in the Email area to add a short note or bit of information. For example, we have fund holders who have given us their executive assistant's email. A note next to the address would clarify why the email address is there.

    12 votes

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  12. Tribute Sorting

    It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.

    8 votes

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  13. Development Dashboard from Opportunities

    Create development dashboard from the opportunities module (IdeaLab Live during YFWB). Include
    - Open $ by type and open $ by stage
    - Allow option to select opportunity type
    - Open / Closed $ By Owner
    - Open / Closed Breakdown
    - Historic comparisons
    - Opportunities by donor interest area

    20 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 990 Report

    For the 990 report under the "Nonprofit" section there needs to be additional columns added in order to meet IRS reporting requirements. We need the IRC added as well as the grant purpose.

    28 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Budget reporting

    The actual to budget reports only show the actual amounts/accounts if there is an associated budget. Would like to see all actuals even if there is not a corresponding budget.

    18 votes

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  16. sell ticket

    Add a field for additional donation when selling tickets, similar to purchasing tickets online.

    11 votes

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  17. duplicate and recurring donations

    Would be great if we could duplicate donations the way you can duplicate/copy vouchers.

    We have some donors that give the same amount every time (but not recurring).

    It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.

    32 votes

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  18. cleanup screen

    Santa thinks this might be a good idea...

    Can we please create a cleanup screen to identify profiles with no activity (meaning, the profile isn't a grantee, donor, fund advisor... nada.) so that we can simply remove the unwanted clutter from our system. Thanks for considering!

    17 votes

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  19. Page numbers on multiple page reports

    Having page numbers shown when printing several pages of information would be nice.

    18 votes

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  20. Print envelope to different address than what is on a check

    Currently to change the address we have to go to profiles, change the legal name and/or address, print an envelope, then return to profiles and change info back to what is was before changing the address.

    Can an alternative address be added to profiles for use in printing envelopes and be an option when printing an envelope.

    13 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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