CommunitySuite Idea Lab

  1. "Help" option on Donor Portal

    It would be great to have a "Help" tab or link that would bring up the guide on how to operate the donor portal. Currently we include an attachment or link to the guide when first having a fund holder set up their account, but it would be nice to have it available online for when they are actually in the portal. Thanks

    12 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 →
  2. Automatic tribute emails

    When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.

    12 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

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Deletions to the Logged Activity

    Include when a donation is deleted in the log file.

    9 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

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have service area fill automatically based on past input in profiles. Or have separate County field.

    Would be great if the service area/county could automatically fill based on what has been entered in other profiles. So if you enter the zip code, the service area/county would automatically fill. Since service area is used in many different ways, I feel that county should be it's own field with the address. I have never worked with a database that didn't have the county field as it's own field. (And I have used a lot of different databases for a lot of years =)

    12 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

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. journal entries able to reverse on a certain date & save recurring

    It would be great for year end if when entering a 12/31 journal entry there was an optional field to enter a reversing date and it would post both. That way if you unpost and void they would be in the same transaction too. Also to save and name recurring entries before posting.

    10 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

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show profile number while searching for grantee/vendor etc.

    Show profile number for reference beside name in the dropdown as you are searching for organizations/profiles in case of multiple organizations or like names/organizations.

    9 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

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reports to Include Zero Amount Lines

    I would be so happy if our financial reports would pull ALL revenue, expense, asset and liability lines regardless if they have a zero amount. There are two reasons for this (1) if there was g/l activity in the account, but at the time it has a zero balance I want to be able to easily click on the zero amount and see the g/l activity; and (2) we often need to pull multiple reports and combine them to get the specific info we require. When some rows are zero, and therefore not included in the report, then copy/pasting columns…

    11 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

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. YTD Financial Reports for Multiple Years

    It would be nice to be able to pull financial reports as of a specific date over multiple years. Most of the reports we pull for staff and Board include the past five years of YTD info. An example is simply pulling all contributions through the end of the 3rd quarter for years 2014-2018. Currently if we want to do this we have to pull financials through that date five different times and then transport into one report. That can be really cumbersome and cause room for errors because the financial reports don't pull zero balances, which is also an…

    19 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 →
  9. journal entries

    It would be great if you could import a journal entry even if there were unposted entries waiting to be reviewed.

    15 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

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Warning Notice for Beneficiaries not totaling 100%

    Can a warning be added to the system when beneficiary percentages don't add up to zero? Currently the system just lets you save any percentages even if the total doesn't add up to 100%.

    11 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

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    43 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

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Grant Advisor

    It would be helpful that when choosing a grant advisor when creating a grant, that you can only select the profiles of fund advisors that it is applicable to, instead of the entire database coming up to choose.

    16 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

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Fund Statement: All Statement Accounts Visible

    When running fund statements it would be beneficial to have all statement accounts visible. Currently, when the statement account is zero it will not show that line on the statement. It would be beneficial to be able to have the option to show zero balance lines for consistency from quarter to quarter.

    15 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. General Ledger - Ability to Edit All Filters - not just date

    In the General Ledger, you can specify a number of parameters (date range, fund, account, etc). You can edit the date range without having to go back to the beginning. But the other parameters, you can only clear. You cannot edit them. It would be very helpful to be able to change the fund or the account or the division, etc. without having to start over.

    14 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 →
  15. Comment With Tribute Notification

    I'd really like to add a field to the tribute section of a donation that could contain a comment that would then be available for the tribute letter templates. Honor tributes are often made for a special occasion and donors of memorial tributes sometimes add sentiments with their gifts that are nice to share with the family. It would save a lot of time to be able to add these tribute phrases directly into a donation record and have them automatically added to the letters.

    46 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

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. SUB ACCOUNT DEFAULT VIEW should be the detailed view (not rolled up) & the rolled up view should be the sum of both!

    We really think that when you look at the financials, the default view should be the detailed view so that you can "choose" to roll them up if you want, otherwise you or another staff person may not realize there are sub accounts. ALSO - the rolled up view should be a sum the sub accounts and the main account.

    9 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 →
  17. SubFunds Listed on Statements

    We are customizing our Statements of Activity and want them to include all SubFunds. I clicked the box and it appears to be pulling that data correctly. However, nowhere on the statement does it indicate in text that those subfunds are included, so when our fund advisors get this Statement, they aren't sure. Is there an IF Mergefield I can use at the very top, under the name of the umbrella fund, so that IF that particular fund has subfunds it will state "includes all data from NAME OF SUBFUND, NAME OF SUBFUND, and NAME OF SUBFUND" so that it's…

    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 →
  18. Allow edit of the Grant Summary after posted/approved

    Please fix it so that the Grant Summary may be edited even after the grant is posted and approved. Perhaps in the same manner that the Description may be edited.

    15 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. Till with all and detailed transactions

    it would be AWESOME to see everything in one place. When viewing the till, it would be great to see more details of the till screen. Having amounts the same for various campaigns and/or memberships of donor circles is quite difficult to decipher the purposes. Having to find a needle in a haystack is too time consuming because time is of the essence. Please consider details, details, details in one location....just like a super target or super walmart...ONE STOP SHOP :-)

    10 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. Campaigns and Opportunities Flag When Entering Donation

    When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

    28 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