CommunitySuite Idea Lab

  1. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    13 votes

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  2. Link payments to opportunity

    Please create a way to link payments to opportunities. Currently, you can only link donations.
    Problem: we invoiced a county for their grant commitment per their request and to show on our books when the grant contract was signed. Unfortunately, I cannot (yet) link the payment to the opportunity so that tracking works (committed amount/balance remaining).

    3 votes

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  3. opportunities

    When marking a task complete within an opportunity, you have the ability to create a note and link to the Fund. The note will show up on the native profile, but will not show up on the linked Fund like a regular note does. Please adjust this to show on both the profile and the Fund so that we're not having to duplicate efforts and adding the note a second time to the fund.

    1 vote

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  4. NACHA File Offset

    It would be great to have the ability to turn off the offset transactions within the NACHA file. Our bank has requested this and said it is an "easy click of a button" in most accounting softwares but it is not an option yet in C-Suite.

    This offset transaction is causing multiple transactions for the same payment to appear in our banking.

    14 votes

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  5. Message/warning needed if grant recommendation is stuck at review stage.

    In the Fund Advisor Portal, if there is a setting that prevents a grant recommendation from being permissible (for example, if a Foundation's settings say a grant must be at least $100 and a Fund Advisor is trying to make a grant for $75) then the system just loops back every time the Advisor hits the review button and doesn't let them continue. It's good that it blocks an ineligible request. But, is there a way that the system can also give the Advisor a warning that clues them in to why it's not letting them review and submit their…

    1 vote

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  6. mapping

    When mapping grantees from a GLM request, it would be useful for the dropdown menu to select "Sync to Existing CSuite profile" would allow you to type in a profile ID if you cannot find the grantee profile you are looking for. I have found that the dropdown menu doesn't always contain the profile I'm looking for, even if I change up what search criteria I'm using by checking different boxes on the left side of the screen (e.g. name, city, tax ID, etc).

    2 votes

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  7. Reminders to Send Pledge Reminders

    Recurring grants, vouchers & donations all have a way of reminding you that it's time to post/initiate. Wish pledge reminder letters had a similar prompt. Yes, can use Tasks or Outlook but a CSuite reminder to send letters would be great. With the ability to set how long (week/month etc) prior to next pledge date to get the reminder prompt.

    4 votes

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  8. Campaign event billing

    When building out a campaign event, specifically for paid events, it would be great to have a billing option. When built I can add the total cost of the sponsorship and separate out the value vs. donation. This is wonderful and IF, that's a big IF, they pay online they can receive an event ticket receipt for their sponsorship that separates this out for them. It also automatically splits invoice/donation in the system.

    HOWEVER, many sponsors are corporations that won't pay until they have been billed. I would love to be able to "sell a ticket" with a billing choice…

    2 votes

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  9. Bulk edit for fund advisor statement preferences: paper vs email

    It would be nice to have the ability to see all fund advisors and their preferences on one screen and have the ability to change without going individually into each profile setting.

    4 votes

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  10. close

    In the Grants workflow, I would love if we could use custom reporting to filter which grants we would like to mark as "Complete." For us, it doesn't make sense to bulk complete all of them, but there are far too many that need to be completed to do it one-by-one.

    2 votes

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  11. Org relationship/role listing - filter active to the top

    On an organizational profile where it lists relationships and roles to the organizations, it would be helpful if the active relationships could filter to the top. When the list gets long, it's hard to quickly see who is active and who is inactive.

    5 votes

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  12. investment performance

    It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…

    6 votes

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  13. tribute

    When entering a tribute and you are selecting who to notify, it would be helpful if you could search for the profile by entering the last name and first letter of the first name. It currently requires you to include Mr., Ms. or Mrs. when you are searching. It would be helpful if this was consistent with searching for names in other areas of CSuite.

    4 votes

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  14. Category of Address

    It would be nice to have the ability to update the Address Type category. I currently am not able to delete or add new Type. Therefore, one cannot mark multiple addresses as home, work, ect.

    3 votes

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  15. internal grant upload

    Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.

    2 votes

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  16. Show donor primary address/phone/email on Donor Portal

    Show donor primary address/phone/email on Donor Portal and allow Donor to submit an update to this information. Update would move to a queue and staff would review and make updates as needed.

    7 votes

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  17. Notification for Unposting a Donation/Grant

    Please consider separating the option of Fund Advisor notification on Posting a Grant/Donation and UNPOSTING a Grant/Donation. It is very confusing for donors if I have to go back and correct something like maybe it was posted to the wrong GL account and I have to open it up to correct it. My donors get a notification that their grant/donation was unposted and it is very confusing.

    2 votes

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  18. Give Lively or Text to Give options

    Does anyone use Give Lively and have experience with it coming into CSuite?

    1 vote

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  19. Add Fund Steward as a field for Fund Statement Templates

    We would like to use the Fund Steward field on our Fund Statements as a specific contact for each fund holder. Our 900+ funds have been divided among 3 team members that will handle communication with the fund holders. We want to print on the statement something like - Contact Your Team Member with Questions - then list the Fund Steward name. Support told us that Fund Steward is not currently an available field to use on Fund Statements.

    4 votes

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  20. Add GL Account Balances to Fund Summary (Reports) Page

    Can you add a GL Accounts Balance Block for assets and liabilities to the fund summary page when selecting reports from the left side menu on a fund page? Currently, it lists only Admin Fees, Gifts, and Grants. See screen clips in the file below for suggestion.

    1 vote

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