CommunitySuite Idea Lab

  1. A field where we can indicate the check mail date

    We are frequently asked whether a cheque has been mailed. It would be helpful to have a "cheque mailed date" option in the grant page info that could be referred to easily. Often the cheque production date is different than the mail date. Thanks!

    3 votes

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  2. Admin Fees - Delete or Archive Option

    Provide and option to Delete or Archive administrative fees that are no longer in use in order to shorten the list of available options when creating a fund. This will also elevate the chance of the wrong fee being added to fund.

    6 votes

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  3. When in the general ledger "show transactions" search.

    It would be nice to be able to search the transID in a range.

    1 vote

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  4. Select multiple areas in the Service Area field

    Allow the selection of more than one choice in the Service Area field.

    10 votes

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  5. Change color in search bar for deceased profiles

    Make deceased profiles a different color to easily distinguish when searching. It's hard to see the (deceased) when there is a lot of text, especially for very common names. Or maybe have a way to exclude deceased profiles in your search bar.

    24 votes

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  6. Please make description in vouchers an optional field!

    It is super annoying to be required to enter a description when one isn't necessary.

    1 vote

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  7. Filter by Org name and individual name (first or last)

    I think it would be very helpful to be able to filter the profile list by names that include a certain combination of letters. Currently if I use the general search box at the top left of the screen and search for "KISU" I can see three profiles in the drop down that have some combination of those letters. I would like to be able to go to the profiles list and do the same thing: filter by "KISU" and have all there of those profiles appear in a list.

    1 vote

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  8. Cleared Check Upload

    There should be an option within the bank reconciliation to upload a list of cleared checks from the bank.

    12 votes

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  9. Registration Interface improvements

    Registering an account is clunky and not intuitive. It's not aesthetically pleasing, and it's also not easy to navigate. I get so many questions from people about how to register for an account because it's multiple pages long, there's no instructions or help understanding what to expect from registration. Some time spent on improving that process would make our users' experience so much better.

    1 vote

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  10. Enhancement to Donation Thank You page

    Several of the pages in Community Suites have the option to use toggles at the top and sort the rows by column headers. I would love this capability to be added to the https://______cf.fcsuite.com/erp/donation/thankyou/print page. That way we could sort all of the letters needed for one fund at a time instead of searching and clicking which becomes very time consuming.

    6 votes

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  11. Sponsored Org

    It would be helpful (and less room for error) if an organization was a sponsored org to automatically populate within a grant. There should be a way to link the profiles to do so (IE: Who check is made out to).

    3 votes

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  12. Reconciliation Success

    As new users, we are super happy! BUT, we would love to see balloons r confetti flow down the screen after successful reconciliations.

    Loving Foundant so far!

    -Athens, GA

    1 vote

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  13. Creating "Primary Contact" field for donor cultivation and stewardship

    Currently, our relationships live in "Links". We are creating Profile Types for contact relationships - these are mostly Board members who are the primary contact for a particular donor. Creating a Profile Type for "Jane Smith" the Board member means we can assign that to the 20 donors she personally knows. Our Board members are not Stewards with access to CSuite (and we don't want them to be at this point). Assigning Profile Types is currently the only way we can make those relationships searchable. It would be great to have an efficient way to track "cultivation contact relationships" like…

    3 votes

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  14. Make the Blue Box in the top left of a section clickable to home for that section

    There are some sections of the system where you need to click Home on the top menu and then click on the section you want. Profiles is one example. It would be nice if the Blue Box that indicates the section you're in was clickable back to "home" for that section. It would save time!

    1 vote

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  15. Grant Catalog Search Function

    It would be so nice to have a search bar at the top of the Grant Catalog so donors looking for a specific charity instead of scrolling thru dozens they can type in and the one they are looking for will pop up???!! PLEASE!!!! Thanks!

    19 votes

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    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. permission

    Enhance the "login as donor" feature to track if someone on staff logs in and makes a grant distribution request

    1 vote

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  17. Permission

    Add the ability to assign permission to a grant group to delete grants that are NOT yet posted AND to give grant group ability to bypass Charity Check if needed (ie: an expenditure responsibility grant)

    1 vote

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  18. campaign ticket limit

    When selling tickets to a campaign/event, it would be great to have an option to set a limit/maximum number of tickets that one individual can purchase (especially if is private/exclusive and expected to sell out).

    9 votes

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  19. Rev Share Bulk Set Share Details

    It would be awesome to be able to set share details for monthly rev share entries in bulk instead of going through multiple entries. I think I had 180+/- individual entries to set in December. Very time consuming.

    1 vote

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  20. default school for scholarships

    It would be much more beneficial if you could set multiple options for the default school when setting up a scholarship. We do have a few scholarships that are only available to students attending one specific school, but the majority of our scholarships usually have 3-4 different options of schools. So then when a new scholarship is created, you could easily pick from those 3-4 options vs. having to look up the grantee everytime.

    1 vote

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