1461 results found
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Add "Outstanding Loan Balance" Field to Loan Templates and Reports
It would be extremely helpful to have an Outstanding Loan Balance field available within loan templates and as an option for custom reports.
Our organization would like to send annual loan statements to clients that clearly show the remaining balance on each loan. Currently, there isn’t a straightforward way to include this information, which makes it difficult to provide complete and transparent communication to our borrowers.
Having an “Outstanding Loan Balance” option would not only streamline annual reporting but also improve client service by allowing us to easily share accurate, up-to-date balance information. This enhancement would be valuable to any…
11 votes -
Student Probation
Not all, but some of our multi-year scholarships have GPA requirements that place students on probation for a semester. I would love for there to be a toggle or checkbox on the student's profile that would allow us to flag these students. Somewhat like an "alert" in Csuite. It would be helpful rather than keeping a separate list elsewhere.
2 votes -
Add "Not Anonymous" Option on Grant Request Form for Anonymous Funds
When a fund is marked as anonymous at the fund level, that setting applies to all grant requests by default. However, it's common for fund holders to occasionally want a specific grant to be non-anonymous. For example, when they want their information passed along to the receiving nonprofit.
Currently, when a fund is not marked anonymous, the grant request form includes an "Anonymous" checkbox so the fund holder can make a specific grant anonymous. But the reverse does not exist: when a fund is marked anonymous, there is no "Not Anonymous" checkbox on the request form for the fund holder…
2 votes -
record payment and voucher at the same time
Record vouchers as paid and the payment method in the same screen. Record credit card transactions and payment method without the need to do a check run.
2 votes -
Guest list by ticket name
A way to pull a list of guests that either separates or at least indicates which ticket they bought and is an exportable list with email addresses. Different ticket holders need different information sent to them.
4 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
13 votes -
aallieri@cfpbmc.org
Implement an easy way for our fund advisors to make an internal donation from their fund to our Community Foundation fund. Right now, it's done through Grant Request but this requires a number of steps and is not intuitive.
11 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
10 votes -
cash management column headers
Can we specify the column headers a little under cash management? I get confused and have to triple check myself which column is the actual invested dollars vs what our funds are saying they are invested. One of them as Investment Balance. The other can be Fund Balance or something? Thank you! :-)
2 votes -
Add a total to the AR Detail page
The AR Detail screen gives you totals for each timeframe. It would also be helpful to list an overall total for that profile, like listed on the main AR page.
5 votes -
Chart of Accounts
Please create the ability to export the Chart of Accounts and include a column for Financial View each account is assigned. There is no way to check what rolls up in a financial view without opening up each individually.
6 votes -
Indicate required fields with an asterisk
A great enhancement would be to indicate which fields are required when creating a new record (profile, donation, grants, voucher, etc.) --- such as an asterisk to indicate that a field is required. This is a well-known standard.
Currently, the only indicator is an error message when saving/posting.119 votes -
public name
It would be awesome if the option to bring in the Public Name of a fund was available everywhere Fund Name is. Anytime I send out correspondence, I am using the Public Name, not our internal name.
7 votes -
Add $500 distribution round
Adding back the previously archived idea of the ability to round to more amounts, like $250 or $500. We have some scholarships that award at $500 increments and it would be helpful to have something enforcing that.
6 votes -
GST
Currently there is no ability to easily record and report on GST which is a statutory requirement in Australia. There are workarounds, however it would be a significant improvement if there were tax codes created which could then be reported on.
7 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
20 votes -
password
Many of our donors or grantees with access to the portal are having trouble setting (or resetting) a password because there is no guidance on the login page for what their passwords must contain, i.e. minimum characters, special characters, etc. I asked support if we could add info on the login page but they said, currently, there is no ability to do this. Please vote and thanks for considering!
6 votes -
Email Notification to Voucher Recipient When Voucher is Posted
We would like the ability to automatically send an email notification to the recipient of a payment when a voucher is posted/processed in CommunitySuite.
Currently, there is no built-in way to notify the recipient that a payment has been initiated or processed. This creates additional manual work for staff to communicate payment status and can lead to confusion or follow-up inquiries from recipients.
Use Case:
When a voucher is processed for a grant or payment, an automated email could be triggered to notify the recipient, including relevant details such as:
-Payment amount
-Fund or purpose
-Expected timing (if applicable)Benefit:…
3 votes -
Add delivery method to tax receipt template logic
Right now, it is not possible to set one tax receipt template to be used when printing letters and a different template to be used when sending email tax receipts. Our organization needs the email tax receipt template to be formatted differently than the print template, and there is no way to change which template CSuite will use without changing the default template every time we send receipts.
2 votes -
Timestamps on Opportunity Stages
We would like the ability to report on how long an opportunity is in a stage. This will help with understanding if changes need to be made to the process or the cutlivation/stewardship plan.
5 votes
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