CommunitySuite Idea Lab

  1. Add FromFund to Donation Report

    Add the FromFund field to custom donation report options.

    8 votes

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  2. Tax Receipt Templates - First name field for salutation

    The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.

    7 votes

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  3. fund statement student name

    Currently, we are using the {{vendor_name}} merge field for all grantees on our fund statement template, but this is pulling the student name for scholarships instead of their school name. It would be helpful if there was a different merge field we can use to pull school names for scholarships.

    9 votes

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  4. Allow user to specify dates on all custom reports

    Add a date field to all reports, so for example if you create a Funds report, you can ask for the balances as of a specific date.

    4 votes

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  5. 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.)

    5 votes

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  6. Description on Journal Entries

    It would be helpful when posting a journal entry if a description is entered in the Create Journal Entries field to autofill into the Fund Entry field.

    25 votes

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  7. report dates

    When creating custom reports is there a way to show the date when you created the report?

    7 votes

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  8. voucher grants

    Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.

    14 votes

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  9. Household profile Anniversary

    It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

    18 votes

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  10. deposit date

    It would be helpful if the date that prints on the deposit slip is the actual date of the deposit--not the processing date. The correct deposit shows in the transaction detail, but won't print on the deposit slip. Please correct the coding for this!

    17 votes

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  11. 4th Equity bucket

    In Canada many foundations put the interest & earnings from the investment pool into a stand-alone equity account as a reserve or capital stabilization account. CSuite can only support 3 defined equity accounts. In order to put this into the account each month it is a manual journal entry from the default fund balance equity account to the 4th equity account. If the system were able to support this 4th equity bucket/account it would allow this process to be more automated; reduce manual intervention & risk for errors.

    21 votes

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  12. deposit slip to more then 18 items

    Would like to be able to print a deposit slip that has more then 18 items which right now we can't. Maybe the additional items can print on another page?

    5 votes

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  13. Note consolidation (spans too far down page and not wide enough (expand box))

    Show all headers on top line expanding across the page (note box is too narrow):
    ID, Sticky, NoRollup, When, and Who

    Instead of showing it as all on separate lines.
    ID
    Sticky
    NoRollup
    When
    Who

    6 votes

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  14. 4 votes

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  15. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.

    9 votes

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  16. tribute

    When entering a tribute and you are selecting who to notify, it would be helpful if you could search for the profile by entering the last name and first letter of the first name. It currently requires you to include Mr., Ms. or Mrs. when you are searching. It would be helpful if this was consistent with searching for names in other areas of CSuite.

    4 votes

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  17. Category of Address

    It would be nice to have the ability to update the Address Type category. I currently am not able to delete or add new Type. Therefore, one cannot mark multiple addresses as home, work, ect.

    3 votes

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  18. Gift/Grant Reports Since Inception

    Love the ease of pulling grant/gift reports from the fund's main profile, but really wish there were either an "all" or "since inception" field. We often run these quick reports while on the phone with someone, and it never fails that I have to stop, go back, look at the fund's start date, hit grant report again so that I can add an inclusive date range. Silly, but slightly aggravating!

    5 votes

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  19. notes by date

    Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.

    7 votes

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  20. Fund History charts in Portal

    If you implement a look back date on the new fund history charts in the portal, there should be somewhere that shows that date, so donors understand why they may only see a certain time period.

    6 votes

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