281 results found

1. Sync Sandbox Site Message

   Once clicking to sync the Sandbox site to the Production Site, it would be good if a message popped up once the sync is complete. Currently a message before syncing appears saying that the Development site will be offline for about 5 minutes and the sync will take place. But there is no message alerting that the sync is complete.

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   1 comment  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

2. Return Check

   It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.

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   Proposed Idea  ·  2 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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3. On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)

   In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.

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   Proposed Idea  ·  1 comment  ·  System Data  ·  Delete…  ·  Admin →
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4. Ability to attach a scan of checks that are included in an check donation upload.

   After the upload is complete, you can list the uploads which has an ID that you should be able to click on and attach a file.

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   0 comments  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

5. Auction Item Payment Link

   It would be a great addition if there could be a unique payment link for auction items so we could direct winners there to complete online payment for their items. Thanks for considering!

   7 votes

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   1 comment  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

6. Create account / subaccount without having to save and edit

   It would be great when creating GL account (and other records) to have all fields visible upon initial entry vs. having to edit after saving. It would ensure the complete set of data accompanied the record, and save time.

   7 votes

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   0 comments  ·  Accounts & Cash Management  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

7. Tributes should be flagged somehow when there is similarity

   For online gifts, one donor calls the honoree Dr. Joe Smith, another, Joe Smith, yet another Joseph Smith...currently, that makes 3 completely different tributes, when it's the same person and the same person or family for a memorial should get notified...that's a hot mess. Also, is it fair to assume we in the position of entering a check gift would know that there is an existing tribute?? In my clicking I learned that you can merge them, but really...perhaps you could combine the two fields and if there is an existing tributed person they would pop us and we could choose that one, otherwise, a new one would be made...

   For online gifts, one donor calls the honoree Dr. Joe Smith, another, Joe Smith, yet another Joseph Smith...currently, that makes 3 completely different tributes, when it's the same person and the same person or family for a memorial should get notified...that's a hot mess. Also, is it fair to assume we in the position of entering a check gift would know that there is an existing tribute?? In my clicking I learned that you can merge them, but really...perhaps you could combine the two fields and if there is an existing tributed person they would pop us and we could… more

   8 votes

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow… more

8. Internal Description Line - Fund Statement Module

   We would find it very helpful if there were an internal description line for fund statement batches. We use the external/donor facing line for the date/date range of the statement. As we create statements by fund group in order to provide development and donor services with their specific fund statements, all groups simply say 'July 1, 202X-09/30/20XX'. We have to select each individual batch in order to find historic information when needed. A 'Batch' level internal description would be most appreciated to assist us in saving time. Attached a screen shot of our fund statement area where there is no quick visual method to determine which batch contains which groups statement. The internal description could be at the end or anywhere in between. Preferably the field would be completed during the creation of the statement batch but editable even after the statements are published.
   Thank you!

   We would find it very helpful if there were an internal description line for fund statement batches. We use the external/donor facing line for the date/date range of the statement. As we create statements by fund group in order to provide development and donor services with their specific fund statements, all groups simply say 'July 1, 202X-09/30/20XX'. We have to select each individual batch in order to find historic information when needed. A 'Batch' level internal description would be most appreciated to assist us in saving time. Attached a screen shot of our fund statement area where there is no… more

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   3 votes

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   0 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

9. Expendable Fund Distribution Alert

   Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a threshold for which the distribution requests could not exceed and have the ability to set the threshold in the system. For example: Our staff might create an internal policy that states that expendable fundholders cannot make a distribution request that exceeds 80% of the fund balance.
   With an alert a fund advisor who seeks to make a distribution request online that will exceed 80% of the fund balance, for example, will receive an alert and the distribution request won’t be processed until the fund advisor communicates with the key personnel. The community foundation key personnel will be given an alert via email. The distribution request would only be completed online or internally (captured via phone call or email) when the key personnel remove the alert in CSuite.

   An automatic alert on the fund profile would support the staff who process the distribution requests. The alert should be automated if possible. The idea is to allow the system to make the staff (admin included) aware. If the staff create and attach the alert to the fund the process won’t be as helpful.
   The integration of fund balance alerts in CSuite will support fund advisors and foundation staff meet their goals. Many financial institutions have alerts. I believe the creation of fund balance alerts will provide a welcomed solution for our expendable fund advisors, especially non-profit leaders, and position Foundant’s users for greater client retention.

   Thank you for holding space for your user’s thoughts. Any advancements made to support the members of our community is appreciated. Thank you for your time and consideration.

   Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a… more

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   Proposed Idea  ·  0 comments  ·  Admin Fees & Distributions  ·  Delete…  ·  Admin →
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10. tribute

    Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
    Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a family reach out to double-check that they had the full list of who gave in memory of their loved one and staff have missed names that should be on the list. If we could edit the non-notify gifts, we could have an accurate list of who gave a tribute gift for a certain person.

    Please add the ability for staff to edit non-notify tribute donations. Many times our donors make a tribute donation knowing that the person named is known to our community foundation, so they don't feel the need to fill in the notify fields. Other times, they don't know the address or email of the person/the family to notify, but our staff does.
    Right now we are manually pulling that data for every non-notify tribute, increasing staff time on this administrative task. Also, our tribute lists are not accurate because these non-notify gifts do not show in it. We have had a… more

    8 votes

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    Proposed Idea  ·  1 comment  ·  Tributes  ·  Delete…  ·  Admin →
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11. Layout/Necessary Fields for Additional Donation Campaigns

    When building a Campaign, when you choose to have an additional donations as an option, it changes the checkout process and requires the registrant's address even if they do not choose to to donate. This has caused confusion for some registrants with the extra steps as many of our events are free but have additional donation as an option.
    It would be much more ideal for the additional donation and the registrant info field to be on the same page, then have them enter more complete info if they need to enter payment info.

    7 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    1. Unified Ticket Workflow:

    • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

    1. New Ticket Fields on the Details Tab:

    • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
    • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
    • Ticket Notes: The Ticket Notes (including labels and descriptions) have been moved to the campaign level. This means users will update them via the Details tab rather than on individual tickets.
    • Ticket Notes Label: A customizable label for users to customize for the campaign’s note section on the unified ticket.
    • Ticket Add to Cart Label: This label will appear on the button in the header box and the button on the unified ticket cart.

    1. Updated Ticket Structure:

    • Ticket Header: The previous ticket header has been replaced with the Ticket Description field, which allows a description to appear under each ticket type.
    • Private Tickets Displayed: Private tickets url will now also be displayed above the individual ticket screen.

    This change should streamline the ticket management process and make it easier for users to access all ticket-related information in one place, reducing the need to navigate between individual ticket fields for a quicker checkout workflow. Templates for events will still be managed in the same manner. Each ticket type can have template or the overall campaign can have a template.

    Users will have the ability to Enable the Unified Ticket workflow in Campaign Settings. This will allow more flexibility with this roll out during summer events.

    No Permissions impacted with this release.

    1. Unified Ticket Workflow:

    • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

    1. New Ticket Fields on the Details Tab:

    • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
    • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
    • Ticket Notes: The… more

12. Easy enhancement(s) to left side menu

    One frustrating thing about the left menu is that menu items move up and down the list in seemingly random order, depending on which screen you're on. I think the first step is to the most common items at the top of all pages. First priority should be "Add task" and "Add note", then "list", "search", and "edit".

    Another nice touch would be to make the blue box at the top of the left menu function as a "home click" so if I click the blue box it goes back to the root menu for that section.

    7 votes

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

13. Adding prospect profile reports and incorporating prospect research fields

    In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)

    Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research services like Wealth Engine. This would provide a strong and consistent element for assessing and rating prospects, and consequently for focus put upon them.

    Both of these components are, to me, key to being a really good advancement CRM.

    In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)

    Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research… more

    8 votes

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    0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

14. Opportunities & Task reporting Shared assignments

    I would like to add the capability to include the employee named that a task is shared with when an opportunity task is created so that both team members can share accountability for the outcome. We use this information in our development meetings and have a custom report created. It would be great to add this to our report to help with assignments.

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    1 vote

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    0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

15. Donor Report Vs Custom report

    It appears that when creating a Donor Report for a Fund, which can give you helpful information immediately, does not translate very well to a Custom report.

    You have the ability to "save" the Donor Report, but when you open it up under a Custom Report (Which is where it ends up) all the columns are completely different. Therefore, giving you different information.

    Both the Donor Reporting tool and the Custom Reporting tool give you different abilities, which are not always available for both options. It would be nice to streamline these reporting abilities so you can add/remove more information.

    7 votes

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    1 comment  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

16. System-Wide Google Analytics Support for Donor Journeys across Portal and Giving Hub

    Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.

    While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.

    What’s Missing Today

    Current Google Analytics support allows for:
    -Page and event tracking on Giving Hub pages
    -Donation-related event data via Measurement Protocol

    However, it does not allow foundations to:
    -Track how users move from a public website or email into CSuite
    -Understand donor behavior inside the portal
    -Identify where donors drop off during multi-step workflows
    -Analyze which pages, actions, or pathways lead to successful outcomes
    -Measure friction points without relying on anecdotal feedback

    Proposed Enhancement

    Introduce system-wide analytics support that allows foundations to track anonymous, non-PII donor journeys across CSuite, including:
    -Entry points (website, email, QR codes, etc.)
    -Public vs authenticated experiences
    -Portal navigation paths
    -Grant catalog interactions
    -Drop-off points during donation or recommendation flows
    -Completion of key actions (donations, recommendations, logins)

    This could be implemented via:
    -Broader Google Analytics event support
    -Or a native analytics layer that integrates with common analytics platforms

    Why This Matters:
    -Helps foundations identify friction points that prevent completed actions
    -Supports UX improvements without changing donor intent
    -Informs decisions around page design, messaging, and workflows
    -Reduces reliance on external tools and guesswork
    -Aligns with donor expectations for modern, intuitive digital experiences

    Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.

    While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.

    What’s Missing Today

    Current Google Analytics support allows for:
    -Page and event tracking on Giving Hub pages
    -Donation-related event data via Measurement Protocol

    However, it does not allow… more

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Delete…  ·  Admin →
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17. Need to Disable Fund Advisor Portal Grant Tab Drill-Down

    Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.

    Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.

    Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives questions for our donor services team. The status should be the same across the portal.

    Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.

    Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.

    Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives… more

    8 votes

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    1 comment  ·  Fund Advisors  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

18. 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 organization managing loan programs through CommunitySuite.

    If you agree this would be a useful feature, please vote to support adding this functionality!

    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… more

    7 votes

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    Proposed Idea  ·  0 comments  ·  Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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19. Bulk update Opportunity status

    It would be helpful to have the ability to bulk edit the status of opportunities to complete. We are using them to track sponsorship/donation requests for our gala. There are hundreds each year. It would be nice to be able to close them all, for that year, at once when our event is complete.

    5 votes

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    0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

20. Require Note field in Profile Information Update Feature

    The fund advisor portal now has a new profile information update feature. Any information the fund advisor changes goes directly to the profile in CSuite. If the fund advisor completes the note section, a note is added to the profile. Love this! That field is not required. Vote here to make this a required field so you have a note in the CSuite profile on why the profile changed.

    6 votes

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    0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.