CommunitySuite Idea Lab

  1. campaign dates

    To have a "Start date" and "End Date" for a campaign would be nice. There are several events that are multiple day events. How can you distinguish the "Campaign Date" for a start or ending date? Also, this should be implemented in GLM/SLM. For the follow ups and we have 2 renewal scholarships which dates vary from regular scholarships.

    14 votes

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  2. Create a template for Advised Donations from our DAFs

    We get donations to our annual operating fund from our DAF owners.

    We'd like to have a template that would enable us to send a "courtesy" thank you to the DAF owner who advised this donation. This is obviously not a tax receipt, but just a way of us thanking them for donating to us via their DAF. It would be great to have a template for this purpose.

    11 votes

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  3. Create a template for invoices

    CSuite should have a template for invoices, similar to for grant letters and thank you letters.

    The current default invoice does not work well is very hard to use. We often don't use it when we should and instead create Word doc invoices. This is because:
    1) We can't put in any additional information, description, contact info, etc. on the invoice
    2) the format is not professional looking.
    3) We cannot download and edit it and print it and send a paper copy to someone.

    4) There is no way to indicate that the invoice has been paid (this is…

    30 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Check numbers on voucher statements

    We would like to see the corresponding check number be added on to the voucher statements as our auditors are now requesting we save them.

    34 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. If Pledge is Anonymous, Make Donations Anonymous, Too

    It would be nice if the system automatically made a donation anonymous when it is linked to an anonymous pledge.

    9 votes

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  6. Ability to Sort Columns in Balance Swap

    We are having a tough time making our balance swap an efficient process. It would help tremendously to be able to sort any of the columns in the "Balance Swaps as Needed" section. Being able sort the "account to" and "account from" columns would be amazing, but all of them would be great. Thanks

    23 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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.

    10 votes

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  9. 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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  10. 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

    19 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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  12. 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.

    48 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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  14. 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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  15. 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.

    18 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    9 votes

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  18. 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

    21 votes

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  19. 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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  20. sell ticket

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

    11 votes

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