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  1. Profile changes (ex: name, address) should not update historical information.

    When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.

    44 votes

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    1 comment  ·  Profiles  ·  Admin →
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  2. Guest Information

    In the ticket portion of a campaign, change the label in the "Edit Guest Information" button to "Complete Guest information."

    7 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  3. Custom Report Filter: "AND" "OR" logic within one filter

    It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
    Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).

    Examples:
    (1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
    (2) filter "profile type" IS "x" AND IS NOT "y"

    32 votes

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    2 comments  ·  Reports  ·  Admin →
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  4. Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility

    It would be helpful to have donors acknowledge and confirm with a required checkbox before submitting a grant to confirm that the grant they are submitting is not to be used for Non-Eligible Grantees.

    Meaning grants cannot be made for memberships, fulfillment of legally binding pledges, tickets to events, or anything else that provides benefits to the fund holder.

    We have several donors that submit grant requests where this is unclear and we have to call and confirm. This checkbox would allow them to acknowledge and call us if any questions about the grant's intention come up.

    29 votes

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  5. Giving levels

    Would love to be able to create giving levels specific to each fund. Different funds have different giving expectations.

    5 votes

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  6. Task ID Hyperlink for Custom Reports

    When building a custom task report, would like "task id" to be an active link so that tasks could be easily opened and updated from the report. This is currently available for "note id" in a custom note report, but not "task id" in a custom task report.

    6 votes

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  7. Profiles: Move Similar Profiles to the relationship tab

    Place "Similar Profiles" under the Relationship Tab of a profile record rather than having it under the Engagement Tab. I think Similar Profiles has more to do with Relationships and in my opinion, it is not part of an engagement.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. Improve Bulk Grant Emails by Defaulting to Payee Address

    When using the bulk email feature to send grant letters, the payee email address does not automatically populate - instead it defaults to the primary email address. This is problematic because the payee email is the one that needs to receive the notification.

    Manually changing each individual email address is extremely time consuming, given our high volume of 50-100 grants per week. I suggest updating the bulk email tool so that it pulls the payee email address by default, rather than or in addition to the primary email. Automating this would save our team substantial time and effort each week…

    10 votes

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  9. Copied grants - please make default grant & payment date the new grant date

    Hello - it would be wonderful if a copied grant would automatically change the Grant Date and the Payment Date to the new date. Otherwise the copy function is really only partially helpful. Thank you!

    4 votes

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  10. Flag Duplicate Addresses

    Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  11. memorial

    When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.

    Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?

    Or could the system allow me to edit my letter before it is emailed?

    5 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  12. profile type - add note option

    Would like a notes option for each Profile Type so that you can add a little history about what your intention behind the profile type was. Could also help with old profile types that were integrated from FIMS that are listed a little differently in CSuite.

    5 votes

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    2 comments  ·  Profiles  ·  Admin →
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  13. Copy Voucher

    It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.

    5 votes

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  14. Tribute "Bucket" notification

    On the donation page, it would be great if the Tribute Bucket would also reflect when something is sitting there and needs attention. We try to check this regularly, but it's easy to forget when you are a small shop.

    5 votes

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    1 comment  ·  Tributes  ·  Admin →
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  15. Batch Donation Notify and Grant Notify Emails

    Send one Donation Notify and Grant Notify email per day summarizing gift activity or grant activity for that fund that day rather than, in some cases, dozens of transactional emails.

    4 votes

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  16. Check Batch ID and Paid Grants

    Include the Check Batch ID in the Paid Grant Summary

    5 votes

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  17. Parent Fund Balance on Home Screen

    It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.

    4 votes

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  18. Allow bulk import of notes for journal entries.

    The ability to bulk import notes for journal entries would be a great new functionality.

    6 votes

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    Proposed Idea  ·  1 comment  ·  Notes/Tasks  ·  Admin →
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  19. Ticketed Events

    It would great if for ticketed events we had the option to require guest information or not. We often see individuals buy tickets but skip the part about adding their guests information. It becomes quite difficult the day of the event to know who is coming with that guest, especially if they do not arrive to the event at the same time and haven't been instructed by the ticket purchaser to mention they are they guest of so and so.

    14 votes

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    1 comment  ·  Campaigns  ·  Admin →
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  20. Outlook Plugin for CommunitySuite

    Can currently copy profile ID for profiles in Little Green Light when sending emails out of Outlook and the email will automatically attach to the profile as a note. Big step backwards for them to have to manually copy and paste or attach emails to profiles in CommuintySuite.

    Would really like to have an Outlook plugin that would allow them to sync emails into CommunitySuite.

    4 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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