CommunitySuite Idea Lab

  1. Stripe duplicates

    Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

    Please also:
    - add 'date created', and the ability to sort by date created in the duplicates form
    -devise a bulk de-deduping process

    179 votes

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    Planned  ·  17 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    136 votes

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    Under Consideration  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Enhancement to templates

    Desired change: Enhance how organization contact name / address is processed in templates

    Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.

    For donation letters I would like to include at the top of each letter:
    Donors Name (Mr. and Mrs. John Smith)
    Organization Name IF APPLICABLE (Food Pantry)
    Street Address (123 Main Street)
    City State Zip (Toledo, OH 43604)

    A person's title would also be ideal but…

    95 votes

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    Planned  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Duplicate Memorial/Honorarium Profiles Created

    Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!

    91 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. duplicate merge

    When merging a duplicate with two identical addresses, merged profile should only include one address, as it does with email or phone numbers.

    86 votes

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    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Historical grants - Newest to Oldest

    When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.

    84 votes

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    Planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Income statement - YTD over YTD comparison

    We appreciate being able to run YOY comparisons, but we would like the ability to do a little more fine-tuning of the dates for comparative purposes. Currently, we can only run a full year comparison (or a full year vs a partial year).

    As an example, what if we wanted to run a YTD report for Q3... and compare that to the same YTD period for the prior year?

    If we try and enter 1/1/2018 - 9/30/2019 and select YOY, we get a report comparing a full year to a partial year. It shows us figures for 1/1/2018 - 12/31/2018…

    83 votes

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    Planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. campaigns

    When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.

    75 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Test System Emails Before Sending

    We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

    75 votes

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    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add "Attach File" to Bank Reconciliations

    Attaching/uploading a copy of the actual bank statement directly to the bank reconciliation file created gives all the documentation needed at all levels of this process. The "Attach File" option is available in other transaction processes within CSuite...bank reconciliations should be included as well.

    71 votes

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    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Alert to pay multi year grants

    For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.

    67 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The ability to identify multi-year grant payments should be resolved. Payment date was added as a column in the Grant Voucher Bucket for easier identification. It was also added as a filter, so a User can filter on Payment Date after mm/dd/yy and take a Batch action. In Q4 2021, the payment date will toggle to red if the date has passed.

  12. Detailed general ledger report

    It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

    This report would make it easier to review data.

    64 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add option to have multiple tributes per donation

    Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes? And have them pulled into the acknowledgement letter template?

    61 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Csuite files: Add "create folder" ability to funds/Donor Portal files

    Would it be possible to add the ability to have folders for funds and within the Donor Portal? We are finding the ability to add files useful, but having the ability to organize files into folders would be more efficient and make the files easier to find. Thanks!

    58 votes

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    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Deceased Fund Advisor

    I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!

    57 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. split payments

    Split payments to multiple funds in one screen
    We will have donors give to 20+ funds in one payment. It would be great to be able to split the payments in one screen with drop downs for each fund and amount applied. Currently, there are too many steps in the split payment process with the potential of errors.

    57 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. zip codes

    The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

    52 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Multiple Donation Entry

    Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )

    50 votes

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  19. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    47 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Drill down in financial reports does not include sub-accounts

    When I drill down on a number in a financial report (income statement, for example), if any transactions exist in a sub-account included in that number, those transactions are not included in the drill down detail that appears. The detail that appears should agree to the number in the original financial report.

    47 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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