CommunitySuite Idea Lab

  1. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    136 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. campaigns

    When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.

    75 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Csuite files: Add "create folder" ability to funds/Donor Portal files

    Would it be possible to add the ability to have folders for funds and within the Donor Portal? We are finding the ability to add files useful, but having the ability to organize files into folders would be more efficient and make the files easier to find. Thanks!

    58 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    47 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    29 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. balance swap

    As we are working through learning the balance swap process we thought it would be incredibly helpful if the totals were to appear at the bottom of the balance swap so that you could double check the amount to be transferred.

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 990 Report

    For the 990 report under the "Nonprofit" section there needs to be additional columns added in order to meet IRS reporting requirements. We need the IRC added as well as the grant purpose.

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Distribution Percentage

    Allow for a distribution type to be added with a percent type as 0.0000%. Some funds don't have a spending policy or are calculated manually. We need the ability to track those.

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to Sort Columns in Balance Swap

    We are having a tough time making our balance swap an efficient process. It would help tremendously to be able to sort any of the columns in the "Balance Swaps as Needed" section. Being able sort the "account to" and "account from" columns would be amazing, but all of them would be great. Thanks

    21 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to Delete a Task

    PLEASE - build in the ability to build a task. We have recently had several deceased individuals with tasks and opportunities assigned. We need to be able to delete them, rather than marking them as done. This is so important due to the fact that we are tracking our tasks completed for board reporting and so simply cannot mark something as done that was not, and no longer needs to be done.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Grant Catalog Search Function

    It would be so nice to have a search bar at the top of the Grant Catalog so donors looking for a specific charity instead of scrolling thru dozens they can type in and the one they are looking for will pop up???!! PLEASE!!!! Thanks!

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Campaigns

    Collecting information about each Registrant for an event, free or paid, seems to be an after thought. When the initial individual registers, the only data that is being collected is F/L names, and email, yet when a guest is added, all sorts of information is being gathered. This is assuming that all initial Registrants are in our database - not true. So by not providing more options for data collection you are in fact making mayhem in our database.

    Similarly, the event registration suggests it's a Paid program - we don't do paid events (at least not for the past…

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    We do have some work in process for this – campaign flow for registrations has some holes that we didn’t anticipate because of not having credit card data for a registrant. Will add the ability for a free registrant to fill in as much details as event guest and will be changing a few names (like “Buy More Tickets” will become “Add More Tickets”) to make the flow less monetary based.

  13. email grant letters

    Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.

    Thanks!

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Date on Attached Files

    Auto-populate the date when a file is attached (or uploaded).

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding an 'Other Detail' to the Email Fields

    It would be helpful if there was a field in the Email area to add a short note or bit of information. For example, we have fund holders who have given us their executive assistant's email. A note next to the address would clarify why the email address is there.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to edit attached file descriptions

    It would be nice to be able to edit the description of the files attached to Funds and other areas. If there is a typo or other reason to change document title you have to delete the attachment and reattach to put in correct description.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automatic tribute emails

    When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Distributions - Add description to the overall distribution

    In the distributions area, each line item within the distribution has a description but it would help to have a description field in the overall distribution that appears on the distribution home screen. Currently, if you go to Home and then Distributions, you currently get a list of Distribution IDs, the date, and the employee who created it. In less than a year, we already have quite a long list and it is hard to find the one you want to look at. If each had a description (Quarterly Distributions on Agency Funds; Removing Spendable from Closed Funds; etc) that…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. "fund file"

    Create a "sticky" for fund files so that agreements/amendments are at the top of the fund files

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Deletions to the Logged Activity

    Include when a donation is deleted in the log file.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1
  • Don't see your idea?

CommunitySuite Idea Lab

Categories

Feedback and Knowledge Base