CommunitySuite Idea Lab

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Scholarship Tab at top of page

    Could you add a donations block to the top of the page where home, tasks, donations, etc are? That would be nice to have there.

    1 vote

    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

    Archived  ·  0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. zip codes

    The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

    61 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

    Archived  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. In Profiles, show 10 or so last opened profiles

    Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?

    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

    Archived  ·  2 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Sandbox Sync Time

    It would be great if we could set the time for the Sandbox to auto sync. Right now it seems to be occurring from 1pm-2pm each day (eastern standard time) and causes quite a bit of performance slowdown for everyone working in the system at that time. Please either make all auto syncs happen off work hours or allow users to set that time.

    1 vote

    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

    Archived  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. bulk delete duplicate invitees from a campaign

    With a list of 673 duplicate profiles in a campaign, I would love to be able to select, and bulk delete, the profiles from the Invitee list. It would also make it easier if a column with the profile number was included by the name.

    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

    Archived  ·  0 comments  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Shift-Select Multiple Checkboxes #letshifthappen

    When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

    letshifthappen

    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

    Archived  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Add FromFund to Donation Report

    Add the FromFund field to custom donation report options.

    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

    Archived  ·  0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Please add Journal Entry approval date in custom reports

    We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

    7 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

    Archived  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Individual donations

    There should be an option to pull an Excel report for an individual's donations to the Foundation. Right now you can only pull an excel report for a fund.

    1 vote

    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

    Archived  ·  1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Reminders to Send Pledge Reminders

    Recurring grants, vouchers & donations all have a way of reminding you that it's time to post/initiate. Wish pledge reminder letters had a similar prompt. Yes, can use Tasks or Outlook but a CSuite reminder to send letters would be great. With the ability to set how long (week/month etc) prior to next pledge date to get the reminder prompt.

    5 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

    Archived  ·  0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. tax receipt templates by campaign

    I love being able to designate tax receipts by fund. I wonder if it would be possible to designate them by campaign as well. When we run a special event, we often create a campaign to track the donations and create a special letter for that. It would be awesome if donations for that campaign would automatically route to the special letter. Thank you for the consideration--you guys rock!

    5 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

    Archived  ·  1 comment  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. report dates

    When creating custom reports is there a way to show the date when you created the report?

    7 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

    Archived  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Fund Advisor email alert for statement in portal for paper statement types.

    Currently, those with statement types of "Online" and "Email" receive an email alerting them to their fund statements being available in the Fund advisor Portal. If there could be an email alert option for those who have paper statements as well that would be helpful, as it might encourage "paper" types to check their fund portal before they receive their statement in the mail.

    5 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

    Archived  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. stripe

    When campaign tickets are purchased online via Strip, use the revenue account from the campaign (since we can indicate it there) and/or allow us to indicate a donation type to specify the account to post the donation to instead of using the default account. Most campaigns are special "events" and the donation goes to a special account and not our normal contribution account.

    5 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

    Archived  ·  0 comments  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Campaign - Add Donor Campaign Guest

    When in the process of Add Donor Campaign Guest, the ability to add Households instead of individual profiles would be helpful. Also, with that feature the system should be able to recognize the HH with 2 tickets. Then the "To Assign" number is reflected correctly.

    4 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

    Archived  ·  0 comments  ·  Campaigns  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Give Lively or Text to Give options

    Does anyone use Give Lively and have experience with it coming into CSuite?

    2 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

    Archived  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Option to export to excel file format, not just CSV

    It would be helpful if reports could be exported directly to excel files, rather than exclusively to a csv format. We often have staff export a report, highlight cells and add formatting, then lose their changes when they close the file, not realizing it was a csv.

    14 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

    Archived  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. fund history - grants

    Fund History graphics - option to have a column chart in the portal that shows total grant dollars per year rather than by month. Total grants at a glance!

    8 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

    Archived  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Voucher: add post date

    Accounts Payable. Foundant only has an invoice date and due date for posting vouchers. Many of the invoices we receive come during the first week of the month but relate to expenses from the prior month. By using the invoice date the expenses get posted to the wrong month. There should also be a post date field which would be the most important date field. In order to get the expense in the correct month I must make up a date for the invoice date. In the software we previously used there were the 3 date fields. We should not…

    4 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

    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  20. adding merge fields to automated emails

    Our fund advisors want to write thank you notes to their donors whenever they receive a gift, but the notification email (in System Data, Content, donationnotifyemail_body) only includes the donor name and donation amount. So they have to contact us to get the address information. It would be SO much more convenient if the donor's address was included in this notification email, but we can't add any merge fields to this message. Can you?

    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

    Archived  ·  0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 12 13
  • Don't see your idea?

Feedback and Knowledge Base