968 results found
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Set Default Payment Type on Donations
Most of the donations they receive come in as checks. Would like to be able to set a default payment type that will autofill check as the payment type, unless they change it to something else.
2 votes -
Payment
Currently when paying a voucher, two options for "Check Type" are offered in the drop-down box: "CHECK" or "Electronic". It would be helpful if more options were available. Specifically in our instance "ACH" "Debit Card" and "Wire Transfer".
6 votes -
Send Login email does not function. Please make Login Info tab able to edit.
Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.
2 votes -
Financial Report Editing - Add heading to each page & rounding option
Allow options when printing reports directly from C Suite to show headings on multiple pages and remove decimal points.
4 votes -
include all data fields if record available for a report
If a record is included in the list of data to select for the report, allow all fields on the record to be added to the report. Example: opportunity report allows me to report org role id and type but not the start and end date. We track when donors are added to our legacy society through org roles (because it's dated) and stewarding those members through opportunities, it would be helpful to know when they joined (start date).
7 votes -
Phone Integration in CommunitySuite
Current system integrates with their phone system so they can just click a phone number and it dials through their phone system.
2 votes -
Adding Custom Fields
Allow Custom Fields to help select a tax receipt template. For example, we have a custom field to indicate if a certain tax receipt should be tied to a fund. It would be great if when we change that field, the tax receipt template is then also updated. I know there is functionality to include funds to templates based on their group, subgroup, segment and division but those are fields already used that don't apply to how we want to differentiate our templates.
2 votes -
2 votes
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profile type - display in main profile area
Display Profile Type in the main profile information, not under Relationships. The profile type is one of the most important pieces of information when contacting donors, but is currently hidden under 'relationships', so one must remember to click there to see that information. Our team thought that the attributes previously assigned were gone, but it seems they've just been hidden. While I now know where this information is, it's still not easy for those who do not use CSuites every day to find the information.
12 votes -
Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
20 votes -
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
8 votes -
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.
10 votes -
Profile Type descriptions
It would be helpful if there was a description field that would allow us to further define a profile type to ensure there is clarity within the organization on what that type means to us.
8 votes -
delete donation record
Currently a user is able to delete a historical donation, there is NO pop up or confirmation to delete BEFORE the record is blown away! YIKES! Please add a confirmation similar to deleting a historical grant, thank you!
8 votes -
notification for rejection of vouchers
If a voucher isn’t approved, the staff that entered it gets notified whether it is approved or rejected.
2 votes -
Vendor ID in Custom Reports
Please add Vendor ID to the custom reports - Profiles. Ideally, I am looking for a report with csuite profile ID and vendor ID and this does not exist (confirmed by Csuite Support).
5 votes -
Indicate fund balance has been reduced by pending grants on the fund
If you don't work with grants to know there are some in the system to be paid and you look at a fund that has pending grants, it can look like something is wrong on the fund. The fund balance has been reduced by the pending grants but the assets have not been reduced. This makes sense but for development people who aren't aware of grants, it can get confusing. Could there be some sort of flag on the balance that grants are pending or something?
3 votes -
loans - need option for sub accounts on creation
When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a…
3 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
3 votes -
Adding an Indicator Flag to Note the Date of Last Review
Would it be possible to add an indicator flag on the donor's profile so we can note the date that their personal/contact information was updated last? This would be useful for us to know if the contact information/preferences that we have on file is outdated, and whether we should ask to verify email/phone number/address during our next touchpoint with the donor.
5 votesThis is a great use case for a custom field!
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