CommunitySuite Idea Lab
85 results found
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Complete Multiple Grants at One Time
I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all…
30 votes -
Multiple Advisors on one grant
We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.
15 votes -
Send or print grant letters in bulk, not just by check batch
We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.
15 votes -
Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
34 votes -
Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
11 votes -
list cart
Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.
9 votes -
specify expense account when importing grants
When importing a batch of grants, you should be able to specify an expense account at the time of import. Currently you can't, so if you import a huge batch of grants that needs a specific expense account, you have to go through and individually edit each grant to the correct expense account anyway, which defeats the purpose of being able to batch import grants.
7 votes -
Optional Grant Letter: Proposed Idea
We realize there was an Idea Lab suggestion to have an Optional Grant Letter. It’s been marked as implemented, with the suggestion to separate check batches. That’s a bit unwieldy, so we’d like to propose a better idea.
We’d like the ability to have default settings for grant letter production, based on the fund. The idea would be that at the fund level, we could specify its grant letter default, either a grant letter or no grant letter. That new field added to funds should be included in bulk edit for funds, so that we can easily establish them. Once…
15 votes -
Grants Bucket - New Bucket - Additional Column
It would be extremely helpful to our workflow to have the Grant Administrator included as a column. If blank, this lets the team know the grant needs further work before it can be paid. Without this column there is no way to tell if an administrator has reviewed the grant.
7 votes -
Same Beneficiary, Different Purpose
Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.
6 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
16 votes -
Copied grants - please make default grant & payment date the new grant date
Hello - it would be wonderful if a copied grant would automatically change the Grant Date and the Payment Date to the new date. Otherwise the copy function is really only partially helpful. Thank you!
4 votes -
Grant Catalog Character Limit
We like having the option to have more text in the long description for grant catalog requests, but sometimes this leads to very lengthy descriptions (more than our donors likely want to view as they scroll through the catalog). It would be great if we had the ability to set a character limit.
8 votes -
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes -
Check Batch ID and Paid Grants
Include the Check Batch ID in the Paid Grant Summary
5 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
16 votes -
Grant notify details needed
Our fund holders love the grant notify email (confirming the grants they have submitted) however many have asked for more details. They would like to have Grantee address included to confirm that the correct location was selected. They would also like to see the amount formatted to dollars.
3 votes -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
16 votes -
4 votes
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Grant Documents
It would be nice for the Grant Document to be available to print prior to Approving and Posting the Grant...this would come in handy if the individual that typically signs the grant document will be out when the grant is actually paid. This way the document is signed and ready to be enclosed with the check payment
4 votes
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