CommunitySuite Idea Lab

  1. Add Steward to Tax Receipt Fields

    We have multiple stewards who would like to sign tax receipts. It would be great if we could have a field that pulls the steward first and last name into the letter. Title of steward would be great too but that isn't as important to me as just having the function to get the steward name on the letter.

    7 votes

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    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Test System Emails Before Sending

    We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

    83 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. "Scholarship-student name withheld" language on fund statements

    Since this language is hard coded, it might be nice to soften it a bit. "Recipient name private" or some such language that explains why the name is withheld.

    4 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. zip codes

    The new zip code feature is not efficient. The auto-fill feature of the zip code was helpful. Now it is gone. This means, the problem for a few is now the problem for all. In that I now have to take time to enter the citystatezip for all profiles. How about, let's keep the autofill zip code feature and provide the option to change the citystate from that same window. That would be helpful.

    58 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Password policy for Donor Portal

    Currently, a password policy can be set for the Csuite backend under System Data. As far as we can see, there is no option to set a password policy for the Donor Portal. It would be great to be able to set this up for the Portal too, as donors can currently set a one-character password, which isn't great in terms of security.

    8 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.

    17 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. In Profiles, show 10 or so last opened profiles

    Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?

    16 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Turn off notifications when deactivating CSuite user

    When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.

    Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.

    It's nice when you don't have to do these…

    6 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. change fund

    Change fund on donation

    I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.

    23 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Categorize unsent Tax Receipt letter view as "Unposted" and "Posted/Recent"

    Categorize the Tax Receipt page that shows unsent tax receipts as either "Unposted" or "Posted/Recent", consistent with the Donation page. We post gifts and then send letters, and this view would be helpful to make sure we don't send a tax receipt letter before the gift has been reviewed.

    6 votes

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  11. Print grant letters for checks only and email grant letters for electronic grants only

    Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
    It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
    Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.

    38 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Express consent to share donor info with fund holders

    In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.

    The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:

    [_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…

    23 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Report on contact info from individual profiles linked to household profiles

    We would like to be able to pull into a report the contact information (email addresses and phone numbers) from the individual profiles that make up our household profiles. These are currently displayed and visible on a household profile, even if the individuals’ email addresses and phone numbers aren’t on the household record itself. Yet if we pull a report on that household, we are unable to pull in the individual contact information from those underlying records.

    We populate individual records with phone numbers and email addresses specific to the individual, and we don’t want to have to add that…

    5 votes

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  14. portal access when donor hasn't set password

    Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.

    27 votes

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  15. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

    For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.

    8 votes

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  16. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    144 votes

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    Planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Scholarships in Donor Portal not showing in Total Grants amount

    Currently on the Donor Portal when the fund is a scholarship, the Total Grants amount on the Home page shows $0, even though the Grants From The Fund page shows all scholarships granted from the fund. It is confusing to our donors to originally see that $0 grants have been made from the fund, but then click in a different tab and see all of the scholarships/grants that have gone out of the fund. Can these two areas be connected?

    11 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ignore Suffixes on Searches

    The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.

    20 votes

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  19. Make "invited campaigns" visible for profile types beyond donors.

    Many profiles - civic leaders, or organizational profiles such as grantees - may not be donors or fund advisors, but are part of campaigns which represent a relationship or opportunity. Making invited campaigns visible for those profiles shows at a glance whether they received an invitation, a newsletter, the annual report, or a solicitation, etc. Currently we can't see that without going through a lot of extra work through the campaigns - but if Csuite is truly a relational database able to do segmented and targeted "opportunity" marketing, then this feature has to be incorporated to display important partnership relationships…

    44 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Show Password When Logging Into Fund Holder Portal

    Many fund advisors are getting incorrect password errors when typing in their password and when we try the same password on our end it is correct. It would be nice if they had the ability to "show password" so they could confirm that they are typing it correctly.

    7 votes

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