Skip to content

CommunitySuite Idea Lab

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

34 results found

  1. Closed Funds should appear in Red in Relationships tab

    When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.

    66 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

    Proposed Idea  ·  2 comments  ·  Funds  ·  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. Prevent Duplicate Fund Short Names

    We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.

    6 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

    Proposed Idea  ·  0 comments  ·  Funds  ·  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. Allow notes to be added to closed funds

    We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.

    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

    Proposed Idea  ·  0 comments  ·  Funds  ·  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. Remove Automatic Capitalization on Fund Names

    The system is automatically capitalizing every word in a fund name at the top of the fund screen even though it is not entered that way. I thought i had typed the name of a new fund incorrectly when I saw it at the top only to discover that I had entered it correctly and the system is doing the capitalization at the top. The top heading should match exactly the fund name as entered. (See screen shot).

    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

    1 comment  ·  Funds  ·  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. Link fund to another fund

    It would be helpful to be able to link a fund to another fund with a relationship category....as such is done with Profiles. For example, a fund closes (perhaps because of the donor's passing) and it creates a new fund (often an Unrestricted fund). Having the original fund (albeit closed) linked to the new fund with a category such as "funding source" would be useful in tracking the fund history.

    There are other situations where a fund may regularly feed money into another fund. Again, having the funds linked would help tracking and understanding how multiple funds may be connected.

    6 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

    Proposed Idea  ·  0 comments  ·  Funds  ·  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. Fund as Beneficiary

    When an internal fund is the beneficiary of another internal fund, it would be helpful to see the "donating" fund listed in the relationship tab of the "beneficiary" fund. Currently it is a one way relationship - you can see the beneficiary fund listed on the donating fund record. But we would want to look at the beneficiary fund record and see al the different funds that will be donating to it.
    The beneficiary feature works great if the beneficiary is a "profile". Just not as great when the beneficiary is another fund.

    Thanks for your consideration!

    3 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  ·  Funds  ·  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. Search by Fund Number

    It would be great if we could use the FUND ID to search for a fund, similar to how we can search by short name.

    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

    2 comments  ·  Funds  ·  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. Searchable Fund Public Name

    Make the fund public names searchable. This is used when searching a profile name a/o the legal name. Why can we only search for the fund name, but not the public name of a fund?

    6 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

    Proposed Idea  ·  0 comments  ·  Funds  ·  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. Files keeping on the same page/screen when uploading

    When I upload a file, it takes me back to the details page instead of staying on the files page screen. It would be nice to stay on the page you are working in rather than it detouring you back to the fund home page.

    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

    0 comments  ·  Funds  ·  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. Future Fund Tracking

    Our development team would love to have a way within the system to track future funds that are coming once we receive estate gifts. (i.e., we already have a fund agreement, but there are no assets that have been transferred). To me, this sounded like asking for the fund equivalent of pledge vs. promise within the system.

    They suggested adding a designation in the system as part of the "open" or "closed" options (maybe "future" or "inactive") so the information could already be entered and tracked within the system. This would streamline info instead of using spreadsheets or other tracking…

    3 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  ·  Funds  ·  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. Fund group list count

    It would be great if you look at any group data, whether it be a fund group, list of specific donations or anything of that nature that the bottom of the screen can give you a count of how many are in that listing. The idea of having a count for the number of funds in a certain group was archived, but I don't see why this would be an issue. It would really be helpful.

    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

    1 comment  ·  Funds  ·  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. Clear spendable: Option to clear by distribution type

    When Clearing spendable grants, can there be an option to clear by distribution type?

    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

    Proposed Idea  ·  0 comments  ·  Funds  ·  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 History Report

    On the Donor - Fund History - page, how do I show the actual amounts of the grantees on the pie chart? Currently the amounts are only visible if the mouse is hovered over a piece of the pie chart. Is there a way to make this completely visible in the settings so we can use this in meetings with Fundholders?

    Thanks!

    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

    Proposed Idea  ·  0 comments  ·  Funds  ·  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. Sorting - Csuite vs. Excel

    Csuite does not sort names like Excel does. We run into this issue often.

    For example, the fund name "M. Scott Myers Award Fund":
    - in Csuite, this is alphabetized as MS...after funds beginning with "Mr. and Mrs..." etc.
    - in Excel, this appears at the top of the list of M's

    Another example is the fund name "#FRONTLINEPROUD TM Fund"
    Csuite - this is sorted as "frontline..."
    Excel - this is at the top of the list because it begins with #

    So much of what we do is exported to excel . If you're looking at an excel…

    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

    1 comment  ·  Funds  ·  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. Current FY Spendable Amount

    We would like to have a separate bucket for current fiscal year spendable on funds in addition to having the current spendable bucket.

    Example: 2021 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’.
    2022 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’ plus the $100 from 2021.
    2023 calculated spendable is $1100. There is a total of $1300 available.
    We would like to see current year calculated spendable of $1100 AND total spendable of $1300.

    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  ·  Funds  ·  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. annette@icfoundation.us

    Foundant should add all donations net of fees to the principal balance vs. the gross donation since the fees are never deposited into the fund. Adding the gross amount overstates the principal amount.

    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  ·  Funds  ·  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. Fund Summary Report: Include Investment Gain/Loss

    Fund Summary Report- Would it be possible to include Investment gain/loss?

    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

    0 comments  ·  Funds  ·  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 list

    Please add "CLOSED" to the funds that are closed in the LIST ALL and LIST DAFs and LIST AGENCY. When you are scrolling through the listing the Title Bar disappears so you have no idea what the Yes and No even stand for.

    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

    0 comments  ·  Funds  ·  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. Fund Detail Summary needs to stay the way it is, please.

    When you pull up a fund, you need to be able to see a description of the fund on the Details as it is now, not the new changes coming. There are too many processes to get the info you need.

    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

    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Fund Summary

    Fund Summary
    'List All' funds would be most beneficial - we have 70 groups - so 70 summaries to combine.
    Also, to add filters and save as new report would be great.

    3 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  ·  Funds  ·  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
  • Don't see your idea?

Feedback and Knowledge Base