CommunitySuite Idea Lab

  1. Opportunity Assignment List - Remove Inactive Users

    Remove all inactive users from the list of possible individuals to assign new opportunities to

    28 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Option to print Grant letters from Grant Record rather than Check record

    Please consider allowing users to print the Grant letters from the Grant Record rather than the Check Record. In Permissions, anyone who can see grant checks can see all checks, including payroll checks.

    Perhaps you could add an option from the grant payment schedule line to reprint the grant letter. It could be placed between checkid and checkdate.

    28 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Financials Column Options - put the dropdown back on the financial statement screen

    I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.

    27 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Fund name added to interfund grant & GL reports

    Please please add the fund name of the fund that is granting that money to GL transaction reports and other grant reports. Thank you! This is a must have!

    27 votes

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  6. Donor is randomly misspelled "doner". Search and correct! We're not kebabs!

    Donor is misspelled as "doner" throughout. I most recently encountered it today when pulling a Donor Report into Excel and the header of one columns said "doner_ID" - please search and destroy these mistakes. MANY thanks.

    27 votes

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  7. Fund recognition name

    It would be useful to have a field at the fund level where the recognition name (if different from the fund or advisor name) could be set up. This field would need to be able to be merged into grant transmittal letters and report-able in custom reports. This would allow more flexibility in recognizing fundholders who submit grants through the portal, as well as for the Foundation's fund listings.

    For example, if Jane Smith submits a grant online from the Smith Family Fund, the grant letter can be set up to list Jane and John Smith as the donors if…

    27 votes

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  8. campaign mailing labels

    Pleeeeease either have the campaign mailing labels in Word doc format, alphabetical by last name or make a better export. The PDF labels are NOT in alphabetical order...no idea what order is used. AND there are so many doubles because it prints the persons home AND work addresses. Printing from guest list doesn't include the person's work. Exporting the list produces a list that is alphabetical by PREFIX, then FIRST name...who does that? So it lists all the Dr. then Mr. and Mrs. then Mr. then Ms.
    So frustrating that soooo much time has to be used to manipulate the…

    27 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Print Envelopes for Tribute Notifications

    It would be really helpful to have the ability to bulk print envelopes for the Tribute notification letters. It could go on the Tribute's Report Printout screen similar to how that function works when generating the donation thank you/tax receipt letters. We do quite a few notifications of memorials or honors, so we're really looking for a way to not have to print envelopes one-by-one. Thanks!

    27 votes

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  10. general ledger - show all lines as entered

    Currently, general ledger entries that are made to the same account are "lumped" together after the transaction is posted. I think it is important to show the line item detail as entered for audit purposes. Generally these entries tie to another supporting document.

    27 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Copy Fund to Create

    There should be a copy button within a fund to use to create new funds. Often we'll set up multiple new funds that are of a similar type with the same restrictions, groups, subgroups, original donor, advisers, etc. It would be nice to just use a fund already set up to create the new one and make the minor changes needed manually instead of setting each one up from scratch.

    26 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. portal access when donor hasn't set password

    Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.

    25 votes

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  13. Add Fund Beneficiary Description

    Add fund beneficiary description as a reporting field in custom reports.

    25 votes

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  14. Till/Deposit Edit Report

    In order to have a second person double check deposits made are entered correctly, it would be excellent to be able to print a report that lists out all information for a specific till #. (ALL INFO for a donation donor name, donor address, account it went into, donation total)

    Currently the till print out is OK, as it gives an ID number, and we can navigate in the system to find the transactions - but it would be 10x easier if we had a print out to check against!

    25 votes

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  15. Bulk Upload Files to Fund Advisor Portal

    It would be very helpful to be able to bulk upload files to the fund advisor portal so that the documents are available either to all users of the portal or all users with grant recommendation privileges, etc. For example, to make our quarterly investment performance report available to all users or to make guidance for donor advised grantmaking available to all users with advisory privileges.

    25 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Change Fund statements Link in the donor portal

    Could the link say "View/Print" instead of just "Print" ?

    24 votes

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    Planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Recurring Grants - Donor Portal View

    When donors submit a recurring grant through the portal, the request itself is listed in their grant history, in addition to each grant distribution. If we enter the recurring grant through CSuite, they do not see any indication that the grant is recurring in the donor portal.

    We would love for donors to see a similar record when we create a recurring grant to when they submit a recurring request, indicating that we have entered the grant as recurring, with the amount, frequency, and start date, as well as max recurrences.

    24 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. ACH Letter Batch similar to Grant Letter Batch

    We allow grantees to receive payments via ACH (especially those who are fund beneficiaries who receive grant distributions each year). We may process up to 100 of these at 1 time, so it would be very helpful to be able to pull a batch of ACH Grant letters (which are emailed to grantees) as we do with grant letters that are paid by check.

    24 votes

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  19. Budget variance report

    New report that would have the whole year budget, monthly and YTD for closed months, budget to actual dollar variance, and budget to actual percentage variance.

    This would be for the Admin/Operating Fund only.

    24 votes

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  20. change fund

    Change fund on donation

    I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.

    23 votes

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