CommunitySuite Idea Lab

  1. Show donor primary address/phone/email on Donor Portal

    Show donor primary address/phone/email on Donor Portal and allow Donor to submit an update to this information. Update would move to a queue and staff would review and make updates as needed.

    9 votes

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  2. Donation Notes

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    12 votes

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  3. Recurring Grant: Calendar End Date Option

    When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…

    11 votes

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  4. 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…

    4 votes

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  5. Multifund and Multitribute Donations

    We have many donors that send in one check to donate to multiple funds and/or for multiple tributes (especially at the end of the year). It would be great to have a multifund and multitribute option on donations so that I do not have to enter the single donation multiple times to allocate it to the proper funds and/or tributes.

    6 votes

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  6. Ability to turn off automatic tax receipt on a per-donor basis

    Hello,

    We are facing a new situation and have devised some workaround, but we would like to request a bit more flexibility within CSuite to handle this.

    The short of this request is to give us a little more control over the “auto tax receipt” which currently “sends an automatic email receipt to your online and recurring donors.” We would like the ability to turn this automated email receipt OFF on a per-donor basis. Overall, it is great to be automated, but we have come across a situation where it isn’t.

    We have a generous donor who setup a recurring…

    5 votes

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  7. Make Notes on Behalf of Someone Else

    Assistants should be able to make notes on behalf of their supervisors who have made the contact with a donor, without having to go through the additional step of editing the note and then changing the "Who" box. Allow that to be something that is set from the beginning, the same as the date or type of note is. Executive, donor services, program, and assistants of all other types throughout the user community who are regularly inputting notes for their supervisors will thank you!

    16 votes

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  8. Filter by TOTAL Donations in Donor Report

    We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.

    13 votes

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  9. 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.

    4 votes

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  10. GL History Report - include check number for voids

    Currently, the report shows "void of check" in the description, but if it included the check number (or had a specific field for check number) that would be incredibly helpful. We currently need to run a void check report which lists all voids and cross reference, which isn't great.

    11 votes

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  11. Filter by custom field

    When filtering a custom report on a custom field, it would be great to have the "Match Type" control - "exact", "contains", or "begins with".

    4 votes

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  12. (Temporarily) Shut Down Donation Portal

    It would be great to have the ability to temporarily shut down the donation portal.

    We recently had an issue (our error--and of course Foundant helped us fix it!!) that caused fund balances to show incorrectly. We were worried, of course, about donors seeing bad information in the donor portal. While we could have taken the log in page off of our website, a fair amount of our donors have the site bookmarked, so still could have gotten in. We also thought about unlinking Fund Advisors on the affected funds, but we have over 800 funds, so that would have…

    8 votes

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  13. Add grant advisor, grant letter template, service area and grant types to recurring grants

    Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)

    8 votes

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  14. Add Internal Grants to Grant Cycle

    Add the ability to include internal grants to a grant cycle

    12 votes

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  15. Display interfund grants differently on the Donor Portal home tab

    Right now, any interfund grants show up on the Donor Portal home tab as the name of the foundation, not the individual fund. It would be nice to have the individual fund names represented instead. It is a little misleading when someone views the top contributors and all the individual funds are lumped together under the main foundation's name. It would be nice to see individual fund's generosity recognized.

    18 votes

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  16. Creating a new profile

    I would be great if you could create a new profile in one step instead of clicking create. Add name, one address, one phone, etc. and then save. Then click edit to customize profile. It would be easier to just create a new profile in the customization view instead of the short view.

    22 votes

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  17. functional expense report financial view

    It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.

    38 votes

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  18. bulk delete duplicate invitees from a campaign

    With a list of 673 duplicate profiles in a campaign, I would love to be able to select, and bulk delete, the profiles from the Invitee list. It would also make it easier if a column with the profile number was included by the name.

    9 votes

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  19. Cancel Interfund Grant/Donation

    We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.

    14 votes

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  20. tasks

    Create options besides "done" for retiring tasks.

    When a task is abandoned for legit reasons, it would be great to be able to mark it as such. Also, When a task was added by someone who is no longer a user and it does not make sense to reassign the task to someone else, it would be great to be able to delete it. Only having "done" as a method for retiring tasks from active status leaves a misleading record of what activity occured.

    13 votes

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