CommunitySuite Idea Lab

  1. 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.

    8 votes

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  2. Donor portal view multipayment grants

    Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."

    8 votes

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  3. 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.

    19 votes

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  4. export

    Export data, such as detail transactions, in the same order that is shown on the screen,

    9 votes

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  5. Tribute & Tax Receipt Templates: Adding Custom Fields as Template Fields

    We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.

    8 votes

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  6. Detailed general ledger report

    It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

    This report would make it easier to review data.

    64 votes

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  7. void

    When a payment is voided it would be nice if the bank reconciliation stated voided beside the payee rather than just reflecting a credit on the reconciliation.

    8 votes

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  8. 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.

    14 votes

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  9. 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.

    9 votes

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  10. Add Internal Grants to Grant Cycle

    Add the ability to include internal grants to a grant cycle

    9 votes

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  11. Shift-Select Multiple Checkboxes #letshifthappen

    When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

    letshifthappen

    8 votes

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  12. 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.

    11 votes

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  13. Please add Journal Entry approval date in custom reports

    We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

    6 votes

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  14. address type

    Would it be possible to select the address type as you are creating the record (rather than having to save the record, then edit to add the type)?

    19 votes

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  15. 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.

    10 votes

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  16. fund advisor portal grant notification-advisor specific

    Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.

    17 votes

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  17. Tributes

    Tributes
    The ability to search existing profiles when submitting a name in the box: "Whom to Notify". Currently, when we type a name here, it generates a new profile, even if the individual is already in our system.

    46 votes

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  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.

    11 votes

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  19. Org relationship/role listing - filter active to the top

    On an organizational profile where it lists relationships and roles to the organizations, it would be helpful if the active relationships could filter to the top. When the list gets long, it's hard to quickly see who is active and who is inactive.

    5 votes

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  20. Make GL account inactive

    We want to be able to make GL accounts inactive without deleting the history attached to the accounts. Right now the only way to clean up the GL codes is to close/delete ONLY if there is no transactions.
    Please add "Inactivate" option to the accounts. Thank you.

    9 votes

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