CommunitySuite Idea Lab

  1. 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.

    4 votes

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  2. Retaining Stripe ID when merging duplicate profiles created by Stripe

    We discovered that when merging duplicate profiles created by Stripe, Csuite will eliminate the Stripe ID from a gift - which makes it pretty darn hard to recover the data for a recurring gift. Please set criteria to retain this ID and its associated data in merging profiles.

    6 votes

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  3. Bulk edit funds to add minimum fund balance

    It would be nice to use a bulk edit option to add the minimum fund balance amount to multiple funds at once. For example, add a $10,000 minimum fund balance to all Donor Advised funds at once rather then having to edit each fund individually.

    4 votes

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  4. If Then logic custom reports

    It would be great if we could have "If-Then" logic for custom reports

    8 votes

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  5. internal grant upload

    Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.

    2 votes

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  6. bank reconciliation- Select all button

    Adding a "select all items button to bank reconciliation

    13 votes

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  7. auditor training

    I think it would be helpful to have a brief training module for auditors to view after they are given rights to access the system

    7 votes

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  8. Distribution

    Ability to run distribution calculations by fund.

    7 votes

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  9. Can you please give us the option to mark Organizations as Inactive?

    We have quite a few businesses in our database that are no longer in existence. Can you please give us the option to mark these records as Inactive just as we are able to for Individuals?

    I'd like to run a report where I didn't have to drill down into mailing addresses to determine if a record was still active. Also, an inactive mailing address does not indicate that a business has closed, it can also indicate that the business has moved.

    20 votes

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  10. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    Just tried copying a grant in CSuite - sweet! However, once you copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates. Also, the expense account does not transfer over. And, as we now have custom fields, any custom fields too - thanks!

    2 votes

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  11. campaigns

    Can it be a thing to have automatic receipts sent for a campaign, but not have it universal for all donation receipts? We want to send out a free zoom link for an event, but to do so we need to have all online donation receipts active. We also want to keep track of RSVPs so we know who is coming.

    2 votes

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  12. Add grantee street address for view in donor portal

    Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.

    4 votes

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  13. Ability to add letter templates for general correspondence using fund and profile fields together

    The more we use CSuite, the more we want to use it lol! Would be great to be able to add letter templates for general correspondence for mass mailings - using the fund and profile fields together in one document.

    1 vote

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  14. Create a "generated date" field for the on-demand "manual fund statement" function

    The "generated date" field for fund statements is great but can't be used for those statements generated "on demand" using the "manual fund statement" function (or perhaps I am using the field incorrectly?). would be a great feature to have to know as of what date the document was created, without having to manually adjust. Thanks for considering!

    1 vote

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  15. Donation Custom Reports - Add Donation Create Date

    We have a need to see all donations created in the past week. We've been basing that on donation date, but you can enter a donation in the current week with a donation date before the current week, like when public securities are donated at the end of the year and it’s important to have that date for the donor. That’s one example. We really need the donation create date added as a field we can pull and filter on.

    1 vote

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  16. Improve Internal Grant Field Upon Initial Entry

    It would be nice if the internal transfer grant fields upon initial entry would reflect the same fields for external grantees. Namely the "grant summary" so you don't have to go back into the grant and select "edit." It saves times.

    1 vote

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  17. Filter Description

    Create a document with a description of list filters. For example: Donation amount vs. Donor Amount. It would be nice to have a link right by the filter that you could hover over and it would describe the filter in better detail.

    2 votes

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  18. Salutation Field in Donor Report

    Add Salutation Field to Reports/Donors report. We pull this report to merge with our annual Valentine's card to our previous year donors to give them the final annual total to help with their taxes. (Don't worry, it's not an official tax receipt like the letter we sent during the year.)

    1 vote

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  19. Share a File Attachment under Grants

    We have started scanning our grant documentation and attaching it under each grant. This appears to be the ONLY place that there is no option to share the file and push it out to the Fund Advisor Portal.

    Can we add that functionality? It seems like it would be the same concept as sharing on the voucher page where it pushes to that fund's portal.

    7 votes

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  20. 1099 code needs to be on voucher line level not only broadly on vendor or GL

    My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.

    FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.

    1 vote

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