1421 results found
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Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
3 votes -
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
Journal entry should not force you to type in 0 in the credit field when posting a debit and vice versa
3 votes -
Bulk Archive Profile Type
As foundations grow, it's common to end up with profile types that are no longer in use. Cleaning those up currently means archiving profile types one at a time, which gets tedious fast.
The idea: add a bulk archive option at the profile type level, allowing admins to select profile types and archive in bulk.
This would be a big time saver during database cleanup, data audits, or any time profile types are being consolidated.
3 votes -
Customer Open Invoice Statement
Right now there is no statement that lists all open invoices on a customer profile. The Customer Balance Report lists all invoices, but does not clarify if the invoices were paid or not. A statement of open invoices with the customer name and our logo would be really helpful so we can send the statement to our customers. Right now we have to take the invoice information from their profile (or build a report) and manually format a statement in a word doc. If this was a built in feature in CSuite it would save us a lot of time.
3 votes -
Search via DBA field
It would be really nice if we could search via the DBA field. We miss the ability to search via "aliases" in our old CRM. We run the risk of creating duplicate records and potentially missing important notes on existing records if we can't find them via their name.
3 votes -
reassign
Bulk Reassign Tasks and Opportunities: t would be helpful to be able to Bulk Reassign Tasks and Opportunities when one employee leaves an organization. As of now, users must go into each task and opportunity to reassign them. There IS a Bulk Close and Bulk Complete option, but no Bulk Reassign.
3 votes -
Fund Reps should not see interfund donations that have not been processed
Hello - we have had issues with fund representatives being able to view partially posted interfund gifts to their fund, namely interfund gifts in the approval bucket. We would really like to be able to have an additional new bucket to stage grants so that our new bucket does not get so cluttered.
3 votes -
Multifund security donation
Currently, multifund donations can only be processed via check/ACH. We would like the ability to process a stock donation similarly rather than splitting the shares up into multiple transactions.
3 votes -
Re‑run a Charity Check Directly from the Grant Record
Allow users to re‑run a charity check directly from the grant record. Currently, users must navigate back to the organization record to perform this action.
Adding this option at the grant level would reduce extra steps, save time, and streamline workflows, especially when managing multi-year grant payments. It would also help ensure ongoing compliance by making it easier to verify charity status before processing grant payments.
TCF
3 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
3 votes -
Email Notification to Voucher Recipient When Voucher is Posted
We would like the ability to automatically send an email notification to the recipient of a payment when a voucher is posted/processed in CommunitySuite.
Currently, there is no built-in way to notify the recipient that a payment has been initiated or processed. This creates additional manual work for staff to communicate payment status and can lead to confusion or follow-up inquiries from recipients.
Use Case:
When a voucher is processed for a grant or payment, an automated email could be triggered to notify the recipient, including relevant details such as:
-Payment amount
-Fund or purpose
-Expected timing (if applicable)Benefit:…
3 votes -
UX Update Request: Minimize Left Hand Menu
When working on a smaller screen or with multiple windows open, the ability to minimize/collapse the left-hand menu in CommunitySuite would free up more screen space for in-system tasks and workflows.
3 votes -
Be able to change the time that we send auto email to staff from reports
It is great to auto-send the reports to staff emails and be able to schedule the day those emails go out. It would be helpful to also be able to schedule the time that those emails go out rather than just overnight.
3 votes -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
3 votes -
Restrict logging in as other Users to the Admin security group
The current functionality allows any user with permissions to Login As (UserA) to login as another user (UserB) and act as UserB with UserB's permissions which may be different than UserA's permissions. For example, someone who assists Fund Advisors and has no financial permissions could Login As someone with Accounting group membership and surreptitiously generate and print checks. There is currently a security feature that prevents users who are not in the Admin security group from logging in as a User who is in the Admin group. Could this feature could be expanded so that only Admin users can Login…
3 votes -
bank reconciliation radio button
Why are the radio buttons on the bank reconciliation on the other side? It would be helpful if they were near/next to the check number. My optometrist would thank you.
3 votes -
Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records
It is important to have historical data accurately reflected in our records and currently the importing of historical scholarships does not provide for the automatic creation of the corresponding historical grants and vouchers. Currently, the creation of new corresponding grants and vouchers after importing new scholarships results in duplicate/erroneous records. How can we make sure that the import of new scholarships will result in accurate corresponding grant and voucher records?
3 votes -
Multi-fund donation - Payment Date
When entering a donation and using the multi-fund feature, a payment is automatically created. The payment date is defaulting to today's date - it is not pulling the date used when entering the donation. Unfortunately there is no way to adjust the payment date after the fact. This used to not be the case and something has changed.
3 votes -
@mentions
Please consider adding the ability to @mention team members to easily keep them in the loop of activity.
3 votes -
Do Not Text
Please add a "Do Not Text" feature similar to the "Do Not Call" and "Do Not Email" feature to Profiles.
3 votes
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