1483 results found
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Ignore Duplicates
Add an Ignore button under the Similar Profiles area when in a profile (next to the Merge and Tag Merge button). This would save a lot of time!
2 votes -
Summit April 20th: CSuite API - Feedback
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any feedback about how the CSuite API can be made better. List any additional endpoints & the actions you would like to take with the endpoints.
2 votes -
Summit April 20th: Salesforce Marketplace - Feedback
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional fields or areas you would like to have pre-configured to connect between CSuite & Salesforce.
2 votes -
amicalizzi@cfgaston.org
Please remove the requirement for a description when creating a grant in Community Suite. I'd say only a third of my grants have a description. Now I have to do a workaround to include a description in order to create the grant, but edit and remove it so that my grant check template works.
2 votes -
Address Validation - Default Drop-Down Menu Option
If Address Validation has been enabled, the Default Drop-Down Menu Option should be "Replace with validated address" instead of "Do nothing". This will allow the user to simply click Save instead of changing each address's drop-down option one at a time and then clicking Save.
2 votes -
Integrate Foundant with eMoney to increase philanthropic decisions with our Foundation
eMoney is where many donors’ philanthropic decisions are modeled; integration lets the community foundation be part of those decisions earlier, more accurately, and more credibly.
We have wealth advisors requesting for us so our clients can see the full picture of their assets.
2 votes -
Fundraising Campaign - move the fundraising campaigs to the Donate Tab on Giving Hub
Please have the Fundraising Campaign list in the Donation tab of the Giving Hub, or provide a way to sort campaigns in the events tab so that it is easy to distinguish between an event and a donation. It is confusing, and people think they are looking at event tickets.
2 votes -
Button to click "todays" date
I see this idea has been archived a few times and I think it warrants a second look. Folks that have never used it before wouldn't understand the value but whenever you choosing a date from a calendar, it would be nice to be able to quickly click "today" instead of having to toggle through the month and year. I've had this option in previous databases I've worked in and it's simple but invaluable. Once people have used it, they'll see what they have been missing.
2 votes -
Fundraiser Campaign Enhancements
Love the fundraiser campaign functionality but would like to see some additional options/updates to further customize the donation page and receipts that it creates including:
- Option to hide tribute fields on donation form (or have it be inherited from the fund which it is associated with)
- Option to customize giving levels son donation form (or have it be inherited from the fund which it is associated with)
- On the receipts generated from donations that come in via fundraiser campaign can the word "fundraisers" be removed from the start of the description merge field?2 votes -
Journal Entry approval
When approving vouchers, grants, etc., the system takes you to the next entry in line after clicking approve. Can this happen with Journal Entries as well? Right now, you have to approve the journal entry, then back out a few clicks to the original screen to view the next one.
2 votes -
Description Grammar for Non-deductible Items on Tax Receipts
Currently, the donation_letter template field ({{description}}) includes the donation amount along with any non-deductible items. For Giving Hub Campaign Ticket purchases, the {{description}} text also includes the number of tickets. To improve clarity and grammatical accuracy, especially since most purchases are for a single ticket type, it may be helpful to update the logic to account for singular versus plural cases. For example, receipts could display “1 Ticket” instead of “1 Tickets,” or simply show the quantity without the word “Tickets,” which would avoid incorrect grammar altogether.
2 votes -
Household Steward Reports/Functionality
Working on a Stewardship Report for our development team using a Gift Report and it's been a hassle to identify the Household Steward for Individuals/Advisors. Is there any way we can either have household Steward/advisor household steward fields, or a way to roll up these fields so that we don't have to manually check on their profiles for these fields?
2 votes -
Fund Balance Report or Custom Reports with Balance as of Certain Dates
I noticed a suggestion a while back to include $0 funds in the Financials: Fund Balance Report, and I would like to bring that back up. Or else a custom report where you can pull balances as of a certain date, not just the Current Balance. This would be extremely helpful for various reasons.
2 votes -
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
2 votes -
attach files
in some areas of CSuite when you click "Attach File" you are given the option to check a box that says "External", however other areas such as vouchers that check box is not available.
As a user I would like the option to attach external links in all areas where "files" would be attached, this would allow my team to link to our Sharepoint rather than saving in Sharepoint and in CSuite.2 votes -
is there a way to change the name of the button in event registration from ticket to registration
Provide the option to change the name of the button in event registration from ticket to something else in order to customize for organizations. Example we do not use the language of ticket but reservation since we do not physically provide tickets for an event.
2 votes -
Proposed: Financial Advisor Portal
Concept Overview: A third portal type (or a distinct configuration mode) that mirrors the affiliate portal's grouping functionality but is purpose-built for the financial advisor relationship.
Key Features: Fund Grouping
The financial advisor should be able to organize their clients' funds into logical groupings — by household, family name, client tier, or advisory team. This mirrors the affiliate portal's grouping capability without co-opting the affiliate record type.Separate Record Type: Rather than using the Affiliate record, CommunitySuite would introduce a Financial Advisor record (or profile type) in the CRM/contact layer. This keeps the data model clean:
- Affiliates = supporting organizations…
2 votes -
Internal Grants Display Differently Between Portal List and Export
When you look at the Grants within the portal, the grantee column shows the name of the fund to which an internal grant was made. When you export this same data the csv file shows the grantee name as the name of your foundation, which is causing confusion for advisors who are comparing the two. Is it possible to have the grantee be the fund name in the export as well? It would be also be great to be able to customize the fields that are included in the export beyond the default selections.
2 votes -
EIN # on Payment Notification
Please add ability for EIN # on Payment Notification --
Need to expand and make available merge fields within Content spaces for Grant Post Notify:
{{#foreach grant}}{{fundname}} :: Grant {{grantid}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}ADD --> EIN: {{EIN}}
2 votes -
Janinne@glcfoundation.org
Is it possible to hide all closed funds. It's frustrating to accidently click on the closed fund and have to go back again to retype. Staff here complain all the time to me.
2 votes
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