CommunitySuite Idea Lab
1544 results found
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Linking profiles to funds- multiple links at a time
It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…55 votes -
Opportunity Task Flow
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be custom designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
22 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
26 votes -
board portal
Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.
145 votes -
dashboard filters
So excited for the dashboards .
We would live to be able to filter by
1. Divisions (check Box so we can grab more than one division at a time)
2. Funds - multiple (check Box )
3. Fund Group - possibly multiple (check Box)12 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
We plan to add filters in Q4 2023. Now, we are building the defaults, next will be filters and drill down options.
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Option to exclude internal grants and donations from all dashboards.
It would be extremely useful if all dashboards could exclude internal grants and donations. This impacts the funds dashboard as well as the donations and grants.
23 votes -
FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor
On the Fund Portal at the top the text says Fund Advisors for anyone who has access. This is confusing as many people with access are not Advisors (for example statement recipients for Designated funds). Please change this text to say something like Fund Access. This label is causing some of our people with fund access confusion about what level of access/advisory privileges they have. Fund Advisor is a specific term for Donor Advised Funds.
12 votes -
Fund Image needs to be included on Donation Page
While the fund images are on the main giving/listing page, they disappear when you get to actual donation page for said fund. We really need that to be included there. As it stands the giving page is bland and unwelcoming, not modern and bright like many other giving platforms. Until you reach that stage of design, could you at least have the image (if there is one) on the donation page? How about bold and enlarge the Fund Name? Put it up with/match size of the "donation" line.
55 votes -
Add option to create a letter from a profile
I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!
45 votes -
new checks - total for all checks and each batch
In the checks module, when there are checks in the new check bucket, it would be helpful to have a total of all checks in the bucket on that screen. Additionally, when you click into a given batch of checks (regardless of which bucket it's in), it would be helpful to have a batch total appear on that screen as well.
18 votes -
set scholarship
When you select Set Scholarship it should not allow you to use an inactive fund or at least should provide a warning message
14 votes -
Donor to choose Grant Type on Fund Advisor Portal
Allow/Require Donor to choose Grant Type on Fund Advisor Portal in every grant they make.
Many donors give to orgs that have multiple aspects to their mission. Example - the YMCA provides youth development, housing, food access, climate etc. Currently, C Suite allows for only a default Grant Type (on Grantee record) to be applied to each Grant to that org - which doesn't drill down to the real purpose of the grant.
While a donor can write in a Description, having a drop down box for the donor to choose their intent that matches the Grant Type in our…
10 votes -
Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
8 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.
11 votes -
Grant "in process"
Continue to show grant as "in process" rather than "paid" until the check is actually posted.
12 votes -
Description field for all custom field lists
Wherever we have custom lists for fields each item in that list should include a description field. This would include Profile Types, Profile Fund Categories, Engagement Strategies, Fund Groups, Fund Sub Groups, Fund Divisions, Fund Segments, etc.
If we had description fields for these things we could eliminate the need to reference operations manuals all the time to figure out which list item to use.
13 votes -
Email receipt
When a donor with an existing profile makes an online donation, the receipt is sent to the donor's primary email on file rather than the one provided at checkout. Hoping this change can be prioritized as it could be problematic for many reasons.
9 votes -
Custom Reports: Multiple Filters
When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.
I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.
95 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
6 votes -
Recurring Donations - Allow Donors to Edit
I just spoke to a donor who expressed their frustration with not being able to adjust their recurring donation after it is set up - it would be a great option to our recurring donors if they could easily change the date payments are drafted, donation amount, as well as the card being used. Is this already possible and I have somehow missed it? Thanks!
17 votes
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