CommunitySuite Idea Lab

  1. Add Fund Steward as a field for Fund Statement Templates

    We would like to use the Fund Steward field on our Fund Statements as a specific contact for each fund holder. Our 900+ funds have been divided among 3 team members that will handle communication with the fund holders. We want to print on the statement something like - Contact Your Team Member with Questions - then list the Fund Steward name. Support told us that Fund Steward is not currently an available field to use on Fund Statements.

    4 votes

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  2. attach a tribute to an internal donor advised fund grant

    I couldn't vote for "interfund tribute" BUT I talked to Support and they said it's not an option to attach a tribute to a grant
    Just restating the previous Idea Lab: Allow a tribute for an interfund. Many times our donor advised funds will make a grant to another internal fund in honor or in memory of someone. We'd like to be able to track ALL gifts made in honor or memory of someone - not just external gifts.

    5 votes

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  3. Add profiles to campaign using custom report

    It would be nice if we could add the profiles from a custom report to a campaign. Or, add more options when filtering profiles to add them to a campaign. For example, I want to add profiles with a specific city to a campaign, but that's not an option when I use Invite Profiles on the campaign page. I can, however, create a custom profile report and filter by city; but there's no option to the add those profiles to a campaign.

    3 votes

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  4. 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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  5. Gift Notifications for Internal Grants

    Fund advisors have requested to receive email notification when their fund receives an internal grant like they do with other contributions.

    19 votes

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  6. 1099-NEC

    Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.

    39 votes

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  7. Add Formula Fields to Custom Reports

    It would be very helpful if simple formula calculation fields could be available in custom reports. For example, when creating a fund report with current fund balance and spendable balance fields included, the ability to add a field that would calculate % of spendable balance to total fund balance for each fund included in the report.

    23 votes

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  8. 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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  9. Copy Daf Grants (and others) and then change as needed

    COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more…

    3 votes

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  10. Custom Report for Interfunds

    This would show both Donation information and Grant information. Would help with a custom report for Donor Receipts and Grantee Letters.

    4 votes

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  11. Connect Tributes to Profiles

    Is there a way to connect a tribute to a profile? If donations are made in memory of someone, shouldn't that also be linked to the deceased's profile? It links to the person who is notified, so why not the deceased. If there isn't a way to link it, is there a way to make that possible?

    13 votes

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  12. Additional Language Characters

    One of our fund holders was naming a memorial fund after a sibling who had the character "ë" in their name. The system is not displaying or reporting it correctly (showing up as "ël"). As an international company, the system should most assuredly have the ability to utilize and display characters from all languages.

    2 votes

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  13. Donors Report - Output Fields

    the Donors Report is exceptional - lots of pertinent data, but the output fields DO NOT INCLUDE the LABEL field. If you need this report for a mailing, you have to manipulate the NAME field so that it can be included on a label or in a letter. Adding LABEL field to this report will allow the user to utilize this vital data (which is lost if you save this report) AND contact the donors within this report for future stewardship efforts.

    3 votes

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  14. Short Name: Searchable in many search fields

    We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?

    8 votes

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  15. email grant letters

    Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.

    Thanks!

    17 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. opening balance

    Add "Opening Balance" to custom reports. We use this for quarterly reports and would like to run reports to show how much a fund was opened with, rather than having to go back and pull opening gifts manually.

    4 votes

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  17. Fiscal Year Open Funds List

    We would like an easy way to get a list of funds that were open during a Fiscal Year. We'd like to create a custom fund report that shows all funds that were open during a period of time (FY) - and include any funds that were open at one point, but closed during the year. Right now we can filter the "Fund Close Date" field by a value or 'Null', but not both. Ideally we'd be able to do both to include funds that never closed, and funds that closed within the year.

    2 votes

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  18. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).

    5 votes

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  19. stripe

    When campaign tickets are purchased online via Strip, use the revenue account from the campaign (since we can indicate it there) and/or allow us to indicate a donation type to specify the account to post the donation to instead of using the default account. Most campaigns are special "events" and the donation goes to a special account and not our normal contribution account.

    5 votes

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  20. Nonprofit Directory - more space for text

    The nonprofit directory is a great tool for displaying our local nonprofits on our website! We would like to be able to feature more info about each organization.

    Currently, each nonprofit directory entry has a maximum of 150 characters of text that can be entered. This is not enough text to give the mission of the nonprofit as well as other pertinent information. We are wondering if it would be possible to add more characters to this field. Alternatively, if we could create a custom field and add it to the directory profile, that would be great. The 150 character…

    3 votes

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