CommunitySuite Idea Lab

  1. copy gift

    It would be very useful to have a COPY function when creating gifts. Many times a batch of gifts is received on the same date, going to the same fund, so we'd just have to update the donor name & amount. This was available in FIMS and saves alot of time.

    thank you for your consideration

    33 votes

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  2. stock gift entry

    1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

    2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

    3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

    32 votes

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  3. Do Not Solicit checkbox for profiles

    For solicitations specific to the community foundation, we need to be able to filter out folks who want to hear from us generally but don't want to be asked for donations. A solicitation-specific option akin to the Do Not Call/Do Not Mail/Do Not Email would be perfect.

    32 votes

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  4. 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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  5. Description on Journal Entries

    It would be helpful when posting a journal entry if a description is entered in the Create Journal Entries field to autofill into the Fund Entry field.

    31 votes

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  6. Financial View Copy Option

    We have many funds (outside of DAF and Endowment Funds) and each one needs a little unique financial reporting needs. It would be great if I can copy a Financial View design and tweak it as needed, instead of creating from scratch each time. Thank you.

    31 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Fund Statement Template Fields

    It would be very helpful if the fund statement field available for equity accounts - equity_(account number) - were available for all account types (income, expenses, assets, liabilities). We have some unique calculations that are needed for certain fund types and if we could just pull account balances from specific accounts, we would be able to do the calculations on the template. But since the various account types (except Equity) can only be displayed within their own "block", we are unable to make these calculations and therefore have to produce the statements outside of CommunitySuite.

    31 votes

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  8. Till method for Stripe

    It would be great to turn on the till method for stripe. That way we could aggregate transactions for the day to match the amount that ultimately is put in our checking account.

    31 votes

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  9. filename of tax receipt letter

    We very much like that we can generate and send the tax receipt letters out by email from within CSuite.

    However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.

    Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt

    30 votes

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  10. Statement vouchers -format dollar amounts to show commas

    When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).

    30 votes

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  11. Customize user experience for Campaigns

    Please add the ability to customize user experience for Campaigns. Adding the ability to customize the body of the email constituents receive when registering online. Current emails do not have any event details or contact information for constituent to feel confident/safe enough to download the attached Campaign receipt template or click on the link to submit missing guest names. Additionally we are unable to print the campaign receipt template to fulfill constituents request for a printed copy being mailed to them.

    30 votes

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  12. Tag to close fund option

    It would be great if we could have a function called 'Tag to Close Fund' that allows you to tag any fund that needs to be closed and then can be assigned to someone through a task or something comparable.

    30 votes

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  13. 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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  14. It would be nice if we had the ability to set grant numbers like they were in FIMS.

    Our old system numbered grants 2017001, 2017002, etc and then at the beginning of each year we would reset so it started with 2018001. It made it easy to tell which year a grant was made in.

    30 votes

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  15. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    29 votes

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  16. Fund statement - show investment strategy as a pie chart or table

    Thank you for recently adding a code so that we can insert the name of a fund's investment strategy on the Fund Statement.

    We would love this to be expanded a bit... could you also develop a way for us to display a CHART showing the underlying percentage by account, making up that investment strategy?

    Probably like a lot of other Community Foundations, we have 4 investment pools. Each "investment strategy" is defined as whatever percentage a fund has invested in each of the 4 available pools.

    I would love a pie chart, but even just a table. Something showing…

    29 votes

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  17. ACH payment option

    At some point, do you think you will add an ACH payment option that processes through or syncs with CSuite? This would eliminate entering payments twice - once through CSuite and once through our bank's Bill Pay portal.

    29 votes

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  18. Totals when building vouchers

    It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.

    29 votes

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  19. Visibility for grant checks cleared

    As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.

    This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…

    28 votes

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  20. accounts payable

    Increase the number of "recent vouchers" on the create vouchers screen. 5-10 vouchers would be better than 3.

    28 votes

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