1142 results found
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Add descriptive text to existing CRM fields for end user understanding of attribute
Proposed Enhancement: Attribute Descriptions via Hover Information
We recommend adding an information icon or hover-over tooltip for data attributes across the platform—especially within profile fields. This feature would provide users with quick, contextual descriptions of each attribute without leaving the page or consulting external documentation.
Why This Matters:Improves Usability: Users can instantly understand what a field represents, reducing confusion and data entry errors.
Accelerates Adoption: New team members learn the system faster when guidance is embedded in the interface.
Enhances Data Quality: Clear definitions lead to consistent and accurate data input across teams.2 votes -
RevShare by Fund Group AND Import Internal Grants
We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.
So I request:
1) the option to RevShare across FUND GROUP
and
2) the ability to import for INTERNAL GRANTs
Thank you for considering these!
12 votes -
Can't Keep up with Software Updates!
While we appreciate your software and all the grand things it can do, we have found it difficult to keep up with the rate at which you make changes. We are a small office of three people. We struggle keeping up with our day-to-day tasks, let alone keeping up with software updates. We are so far behind on your software updates--we just can't keep up. Can you consider doing these on a broader calendar scale? Or maybe implement them based on changes more for 'big offices' vs. 'little shops' ?
3 votes -
Include attachments from emails when using the new Outlook Integration.
We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?
21 votes -
template logic for campaigns
For the new Fundraising type campaign, you can assign a tax receipt template to the campaign. However, there is no logic to pull this letter into a manually entered donation. I have been going into each manually entered gift and editing the tax receipt template to match what is already tied to the campaign. We need logic built so tax templates for specific campaigns will automatically be applied to manually entered gifts.
2 votes -
Candid Search in Portal
We are thrilled to have the ability for our fund advisors to search Candid. However, there are still too many clicks in the process and it is buried. Our donors don't want to think about whether a grantee is already in the One Valley database or not. Please make Candid the default search for "search for a new grantee". Or let us choose that as a setting. If the fund advisors add an org that is already in our database, it is easy to manage through the CSuite grant request bucket. This would simplify things for our advisors.
13 votes -
Fund Advisor Tracking Options
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared…
6 votes -
Show Tribute Detail on Portal Donations Tab
In the Portal for a Fund Advisor, on the donations tab of a fund, I see the description; however, I have to click into the Donation ID or Export to see if there's any tribute information. It would be great if there was a way to show the tribute information on the initial donation listing page and not have to click into the ID or export. Thanks for considering!
9 votes -
prim date
Prim Date on addresses needs to be a searchable/filterable field by date in Custom Reports.
For large mailings that may be going out in the future, Foundations using professional external print vendors for large mailings will often need to provide an accurate data list of addresses well in advance. If the future mailing date would affect the addresses pulled (e.g. knowing that the future mailing date will have toggled many Prim Dates to a different address than is currently Primary), there is no way to actually search or filter or BULK report for Prim Dates.
Address Type Name is one…
3 votes -
Separate "Create" and "Link Profiles" in Permissions
Can you please separate the "Link Profiles" permission from the "Create" permission under Profile Permissions? We don't want some staff to be able to create new profiles, but we want them to be able to link existing profiles to each other under relationships. Thanks so much.
5 votes -
Add Campaign to Voucher Import
It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!
10 votes -
Include Nick Name and Birth Name Fields in Profile Search Results
Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.
16 votes -
Giving Hub link for guest Donations to Funds marked Private
Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to…23 votes -
API endpoint for multiple profile address types
As an organization using the CommunitySuite API to link profile data to another system.
I need to be able to select the relevant address type on the profile
So that both systems have the same information for each type of address.2 votes -
CSuite API - Endpoint for Journal Entry Integration
We capture some donations in bulk as journal entries instead of as individual donations, and need to track these journal entries in CSuite as well as an external system.
2 votes -
Social Media in Profiles
Would it be possible to have an additional data field in Profiles for Social Media? Putting an organization's FB page in "website" doesn't feel right...and we often have both a website AND a social media page that we would like to keep track.
The social media page could also be included in the Nonprofit Directory GivingHub (or whatever that's called).
5 votes -
donation
Please change back the donation page. Why would you put the Reference, Task, Files, Notes in the middle and have additional information below that when that is more important. Is there ever communication with your customers to see if this is what they like or want?
1 vote -
Uploading documents in portal for fund advisors
Love that I'm able to upload documents, such as newsletters, with visibility in the portal for online fund advisors. The only limitation is that it must be done for ID of every fund group (ie: scholarships, donor advised, Agency, etc). It would be really nice to have a global option to upload a document (and potentially a notification) in 1 transaction that impacts all funds. If that exists and I missed it, please share!
3 votes -
crm
When running an opportunities report or viewing opportunities, it would be beneficial to be able to filter the opportunities by stage. Viewing and reporting by stage can facilitate progress updates and help identify categories/levels of donor engagement when used for moves management.
3 votes -
Search by Account Name
Right now, we can search by GL account number in the search bar but it would be great if we could search by account name. Is it possible to add that functionality?
3 votes
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