1071 results found
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3 votes
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export till
This was suggested in 2022 & archived without being implemented, but I'm re-posting because I would find it very helpful to be able to export the list of undeposited items in the till. I often need to add totals by period and currently have to manually add them. There are also times I need to sort by something other than date.
5 votes -
Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…
7 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes -
Provide the option to show grant payment activity on fund statements.
When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.
9 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
24 votes -
tribute
When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.
4 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
25 votes -
donor portal financials
The fund balances aren't aligning with the contribution, grant, and distribution totals due to credit card processing fees applied to donations. Is there a way for the fund advisor to drill down into each donation or view a separate screen that shows the associated fees, even before the end-of-quarter statement is posted?
2 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
AP historical aging
This has been requested before and marked as implemented, but not actually. Every auditor requests an A/P aging as of 12/31/24. Currently, if you select A/P aging, the report looks great and is exactly what you would want/expect. But if you select historical aging, instead, you get a list by fund, no aging aspect, and it's not anything like the current A/P Aging. Please create a report, as this is standard in most accounting systems, that will satisfy the auditors, without us having to export to excel, sort by invoice number, total by invoice number, and then manually age. Even…
2 votes -
grant catalog
It would be great if the credit card donation button could be hidden on internal Grant Catalogs that are visible only to Fund holders. We're using an internal Grant Catalog to collect Donor Advised grants to our annual competitive grant cycle, and some of the donors are getting confused by the two buttons even though we tried to clarify which one to use in the instructions. If the credit card button could be hidden while the Catalog is internal, and then unhidden when it goes public after the grant cycle ends, we could avoid this confusion. Thanks for your consideration!
3 votes -
Custom Field Report Name for Profile Steward and Fund Steward Are the Same.
I'm not sure when this field changed (recently as I pull reports regularly). The previous field for the steward on a profile was 'Steward' and the field for fund steward on a fund was 'Fund Steward'. This has recently changed to the same field name of 'Steward Employee ID'. The only way you can tell the difference is by what section the field is under, profile or fund. It would be nice to know when fields change on a report so I can ensure that my existing saved reports are pulling accurately.
I suggest changing the field for the fund…
1 vote -
Change Engagement Strategy type of variable
Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.
1 vote -
Option to Sort Custom Reports by Date Last Run
On the Custom Reports page, have option to sort by Date Last Run oldest - newest. This would help with cleaning up old reports if the report list is lengthy and if they haven't been run in a few years.
7 votes -
Sponsored org
Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.
8 votes -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
6 votes -
Send or print grant letters in bulk, not just by check batch
We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.
30 votes -
Fixed Assets and Depreciation
I would love a Deprecation Schedule module in Community Suite! Currently, we pay our auditors to track our fixed assets and we could purchase software, but it would be great to have it integrated. Thanks for considering!
14 votes -
Donation Advisors
It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.
2 votes
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