CommunitySuite Idea Lab

  1. Development Dashboard from Opportunities

    Create development dashboard from the opportunities module (IdeaLab Live during YFWB). Include
    - Open $ by type and open $ by stage
    - Allow option to select opportunity type
    - Open / Closed $ By Owner
    - Open / Closed Breakdown
    - Historic comparisons
    - Opportunities by donor interest area

    20 votes

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  2. SUB ACCOUNT DEFAULT VIEW should be the detailed view (not rolled up) & the rolled up view should be the sum of both!

    We really think that when you look at the financials, the default view should be the detailed view so that you can "choose" to roll them up if you want, otherwise you or another staff person may not realize there are sub accounts. ALSO - the rolled up view should be a sum the sub accounts and the main account.

    9 votes

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  3. Till with all and detailed transactions

    it would be AWESOME to see everything in one place. When viewing the till, it would be great to see more details of the till screen. Having amounts the same for various campaigns and/or memberships of donor circles is quite difficult to decipher the purposes. Having to find a needle in a haystack is too time consuming because time is of the essence. Please consider details, details, details in one location....just like a super target or super walmart...ONE STOP SHOP :-)

    10 votes

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  4. Adding Profile Link to Notes

    Currently we have to be in profiles or donors in order to link a fund and profile to a note. It would be nice to have the option of linking a profile to any note added within CSuite.

    13 votes

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  5. Create a template for Advised Donations from our DAFs

    We get donations to our annual operating fund from our DAF owners.

    We'd like to have a template that would enable us to send a "courtesy" thank you to the DAF owner who advised this donation. This is obviously not a tax receipt, but just a way of us thanking them for donating to us via their DAF. It would be great to have a template for this purpose.

    10 votes

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  6. Totals when building vouchers

    It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.

    29 votes

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  7. SubFunds Listed on Statements

    We are customizing our Statements of Activity and want them to include all SubFunds. I clicked the box and it appears to be pulling that data correctly. However, nowhere on the statement does it indicate in text that those subfunds are included, so when our fund advisors get this Statement, they aren't sure. Is there an IF Mergefield I can use at the very top, under the name of the umbrella fund, so that IF that particular fund has subfunds it will state "includes all data from NAME OF SUBFUND, NAME OF SUBFUND, and NAME OF SUBFUND" so that it's…

    8 votes

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  8. Budget reporting

    The actual to budget reports only show the actual amounts/accounts if there is an associated budget. Would like to see all actuals even if there is not a corresponding budget.

    18 votes

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  9. Adding an 'Other Detail' to the Email Fields

    It would be helpful if there was a field in the Email area to add a short note or bit of information. For example, we have fund holders who have given us their executive assistant's email. A note next to the address would clarify why the email address is there.

    12 votes

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  10. Flag profile to have portal access ONLY

    It would be nice to be able to flag a profile to have access to the online portal, but not be labeled a fund adviser. For example, many of our clients want their quarterlies to me mailed to their accounting firm, etc - however, having their name show as a fund adviser is misleading!

    40 votes

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  11. If Pledge is Anonymous, Make Donations Anonymous, Too

    It would be nice if the system automatically made a donation anonymous when it is linked to an anonymous pledge.

    9 votes

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  12. Page numbers on multiple page reports

    Having page numbers shown when printing several pages of information would be nice.

    18 votes

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  13. Tribute Templates by Fund

    The ability to assign tribute templates by fund instead of by the individual tribute would be very useful. In our experience, every tribute donation we receive is only for one fund, so assigning a template at the fund level (similar to how it's done for donation templates) would save us from remembering to choose a different template when we don't want the default used on certain funds. Thanks.

    9 votes

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  14. cleanup screen

    Santa thinks this might be a good idea...

    Can we please create a cleanup screen to identify profiles with no activity (meaning, the profile isn't a grantee, donor, fund advisor... nada.) so that we can simply remove the unwanted clutter from our system. Thanks for considering!

    17 votes

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  15. API for Constant Contact

    We are wondering if there are plans to integrate Csuite with Constant Contact in the same way that you did with Mail Chimp. We are exploring moving to Mail Chimp, but don't want to go down that road if you are planning to integrate with Constant Contact in the near future.

    9 votes

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  16. It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    22 votes

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  17. Print envelope to different address than what is on a check

    Currently to change the address we have to go to profiles, change the legal name and/or address, print an envelope, then return to profiles and change info back to what is was before changing the address.

    Can an alternative address be added to profiles for use in printing envelopes and be an option when printing an envelope.

    13 votes

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  18. Bold the Fund Names or the Donor Names when using the search box

    It would be nice if the Fund Names or the Donor/Grantee Names would be bolded when using the search box. This would help distinguish between the items and make it easier to find exactly what I am looking for.

    I think it would look best if the fund names were the ones that were bolded. :)

    8 votes

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  19. email log for profiles

    I would love to have a way to view emails sent via CS located on the profile tab. This would include emails sent via Fund Advisor login, online donation emails that include the attached tax receipt, etc.

    Thanks!
    Missy Belles

    19 votes

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  20. sell ticket

    Add a field for additional donation when selling tickets, similar to purchasing tickets online.

    11 votes

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