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  1. I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.

    1 vote

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  2. I am wondering if CSuite could make it possible to add an Org profile to a household. This would be extremely helpful for donor roll-up reporting. We have many donors who hold DAFs outside of the foundation. When necessary, we create an Org profile for these DAFs. Over time, our donors may give from different entities (as an individual, as a household, and/or from their external DAF). For internal reporting, it would amazing if we could add the external DAF to the household so that in a roll-up report we get a summary of donations from all entities.

    In the…

    1 vote

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  3. It has been a few years since this was posted and archived so I'm trying again. It would be amazing to have a way to standardize/validate addresses and add zip+4 based on how the USPS wants them. There should be the ability to have a valid address suggested and/or option to keep the address as entered.

    1 vote

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    0 comments  ·  Profiles  ·  Admin →
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  4. It would be helpful to have a checkbox to track if a thank you has been sent for each donation. It looks like this used to be available but no longer is. Sometimes a thank you is sent via email, phone, or mail and it would be helpful to have a simple 'thank you sent' check box to keep track of this.

    1 vote

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  5. There is a closed post related to this but it still doesn't seem to be resolved: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46455940-inactivate-a-letter-template

    I'd like to be able to hide, delete, or deactivate a grant letter template even if it has been used with a check. When used with a check, you cannot delete a template. This would help clean up the list of available grant letter templates to choose from when some become defunct.

    1 vote

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  6. I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.

    17 votes

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    3 comments  ·  Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

  7. It feels like it should be an option to archive reports that may need to be used in the future but not at this moment.

    We have noticed since you are unable to write over reports not made by you and there isn't a permission to change that, we're saving similar reports over and over. Whereas if we could archive similar reporting, we might be able to keep the Custom Reports clean and still manage information needed in the future.

    5 votes

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  8. The new functionality for linking more than one individual to an org profile is great! But we need the ability to report on it. This is a huge help in creating mailing lists, but we can't use it if we can't report on it. Thanks!

    4 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  9. We have some Philanthropic Interest Types that are internal only and others we would choose not to list given the option. Adding a toggle next to show/hide in the portal would be great.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  10. Looking to see if this can be a possibility in the future. For INACTIVE household donations, made inactive due to one member of the household having died, to be absorbed by the living members profile. This would make it so the household itself would no longer have to be linked to that individual. Also when that individual logs into the portal, they could see their past household donations included in with their individual donations, if there are any.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  11. I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

    1 vote

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    0 comments  ·  Profiles  ·  Admin →
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  13. Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

    1 vote

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    0 comments  ·  Profiles  ·  Admin →
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  14. Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.

    1 vote

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    0 comments  ·  Profiles  ·  Admin →
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  15. Please allow this box to be bulk updated. I'd like to set them all as "Yes" so that when one is "No" it means we've done the research needed to determine that they are a corporation or otherwise exempt.

    1 vote

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  16. Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.

    1 vote

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  17. The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much…

    11 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  18. Grant tab on Grantee page: I would love to see "Grant Award Summary" and "Grant Paid Summary" be separate tabs from "Grants" OR be able to collapse them. For certain grantees this is a VERY LONG list. We use the Grants section much more often and it is a lot to scroll through. It is easier for us to find a grant when we can see the description. Thank you!

    1 vote

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  19. In the Fund Advisor tab, when a user clicks the menu item to make a Grant Request, it leads to a page that lists a bunch of recent grants, but there doesn't seem to be rhyme or reason as to the time frame of the grants listed. I've logged in as different Fund Advisors (with old DAFs) and the grants listed aren't the same time frame. One listed grants as of last May, one listed grants as of last February. It seems strange and arbitrary.

    1. It would be much better to have the Grant Request menu item lead directly to…

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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  20. I just learned on the Idea Lab Live session that the DONOR tab has to be functional in the Portal for FAs to be able to view their donation receipts, thus making the portal accessible to any of our donors. We do not want this, we want to limit access to the portal to only our fund advisors, while still being able to provide them with the information they need. We are not comfortable with not being able to control who accesses the portal for information. If it is possible to restrict this to FAs, please make it so.

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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