CommunitySuite Idea Lab

  1. History of Fund Advisors for a Fund

    I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.

    28 votes

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  2. Include the type of profile in header (i.e. Individual, Household, Org)

    In the gray box where it says "Profile," include the type of profile it is (i.e. individual, household, organization). At first glance, it is sometimes hard to tell if you are looking at an organization or individual -- causing donations to sometimes be attached to the wrong profile. Or update the gray bar to different colors for different profiles.

    25 votes

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  3. Fund statement page in portal

    It would be helpful to have some editable text space on the fund statement page. About the same time every quarter donors start asking where their statement is and if we could have a space on the Statements page, we could put a message with approximate date to expect next statement.

    48 votes

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  4. Allow font changes in the Print Envelopes option

    Currently, there is no way to change a font or make it bold in the Print Envelope option. I would like to be able to set my preference on the font.

    18 votes

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  5. Allow fund advisors to run fund statements on portal

    We are getting an increasing amount of fund advisors wanting the flexibility to run fund statements on demand on the donor portal. It would be great if this could be introduced and if management are able to set date restrictions in system data

    39 votes

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  6. 7 votes

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  7. Fund Advisor Grant Notifications

    I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.

    28 votes

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  8. Accidental duplicate donations by donors

    It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.

    19 votes

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  9. Grants On Hold In More Buckets - Approval & Voucher

    It would be nice in C-Suite to be able to put a grant On Hold in the Approval and Voucher buckets in addition to the New bucket. The New bucket has not yet booked an expense to the General Ledger and often we want to book the expense but still prevent the grant from being paid for various reasons.

    18 votes

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  10. Add ability to link Opportunity to a Profile that served as a referral

    We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.

    10 votes

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  11. EIN search

    Please make possible to search by EIN number to avoid duplicate organizations

    16 votes

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  12. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    "Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.

    (Same with Word and Excel files in GLM/SLM. Will post idea there too)

    15 votes

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  13. fund balance

    Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

    16 votes

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  14. anonymous

    It would be helpful if all anonymous indications were shown in red.

    17 votes

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  15. Allow Fund Advisors to See Household Receipts

    Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.

    25 votes

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  16. DAF Payout % Report

    There needs to be a report that calculates each Donor Advised Fund's percent payout year over year. With the proposed legislation, it is important for community foundations to be able to show the active philanthropy of their DAFs as well as to encourage more active grantmaking in DAFs that are below a certain threshold.

    23 votes

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  17. New Donation Buckets - Receipt only after posted

    We like the new donation buckets. However, we realized today that unposted donations are appearing in the "Receipt" bucket. This is problematic as we may still be reviewing entered donations and another staff member sees things in the Receipt bucket thinking they need to process receipts when in reality the donations have not even been posted yet. Donations should MOVE to the receipt bucket just as they do to the POSTED bucket.

    14 votes

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  18. Allow Users to Adjust Font Size

    We love the new user interface but the font is rather small for some of our users. It would be amazing to have the ability for each user to pick from a Small, Medium, Large font size

    Using CTRL and Zooming in Zooms the entire browser (all tabs, no matter the website) meaning other websites are now huge font.

    17 votes

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  19. Is there someway to bulk categorize (CSuite new feature) the file attachments?

    Is there someway to bulk file categorize? With the new file category for attachments clean up is overwhelming to tag each attachment into the appropriate category. Even if we could drag and drop into a category, right now we have to edit each and every file attachment.

    17 votes

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  20. Recurring Journal Entries

    It would be very helpful if we could create recurring journal entries like we can for vouchers. This would be helpful for things like payroll or benefits.

    26 votes

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