1223 results found
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Budget Reporting
Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.
23 votes -
When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields
When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.
23 votes -
Spendable distributions scheduling
The ability to schedule when spendable grants are to be made would be very helpful. We currently maintain a spreadsheet that lists funds, grantees, and timing of grants to know when to go "grant spendable" each year. Being able to set the date to be granted on the beneficiary would be most helpful. I'm thinking something along the lines of the recurring grants process.
23 votes -
New hire training videos that I could assign upon hire
I have them do the walk me trainings but I would love deeper dive new hire training videos that I could assign (beyond the walk me trainings) upon starting work? I have all our initial trainings saved but so much has changed in CSuite since we initially became a client in 2021.
I am aware of YouTube but that is by date order and mostly updates. Looking for a subset of area specific trainings, grants vs development vs finance vs marketing.
Please consider this. Due to updates to CSuite alot of our instructions that were created upon our start has…
23 votes -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
23 votes -
The ability to inactivate a scholarship to remove it from the scholarship list.
If a scholarship is retired or no longer being used, the ability to inactivate it would be helpful. This would allow that list of scholarships in the scholarships menu to just reflect active scholarships.
23 votes -
bank investments integration
Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts
23 votes -
Edit Profile Payments
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.
23 votes -
If Then logic custom reports
It would be great if we could have "If-Then" logic for custom reports
23 votes -
Donor Contact
Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.
23 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
23 votes -
Grant Catalog Donate vs. Grant Request Options
In the new portal, when a grant catalog is visible to fund advisors there are two options after you choose to donate to the grant catalog - 1. complete a donation through the Giving Hub, 2. choose Grant Request to request a grant through the fund advisor's DAF. We currently only market our Grant Catalogs to our DAF holders to encourage them to use their DAF spendables to support local non-profits. It is confusing to have both options available. Could the "Donate" option be turned on or off at our discretion instead of always included?
22 votes -
Add Salutation as a Required Field to Checkout
Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.
This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.
Amy Staufenberg
TCF22 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
22 votes -
Export Date / Run Date
It would be helpful to have the date that an export was run on the export itself (donations, grants, financials, reports). This would be helpful to know how recently the report was run.
22 votes -
Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
22 votes -
Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
22 votes -
Ability to Change Non-Notify Tribute Details
If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.
We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.
Our ask…
22 votes -
set distribution amount
For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.
22 votes -
Customize Your Information Settings Per Campaign- Individual/Household/Organization
When setting up a campaign, it would be helpful to select the fields required per event.
At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.21 votes
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