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Tribute bucket shows number of tributes needing to be sent in parentheses
Tribute bucket in donations should show the number of tributes needing to be sent in parentheses at the top of the page, next to the word Tribute, similar to the Receipt bucket and how it shows the number of donations that are done being reviewed and need their tax receipt sent.
32 votes -
Campaign Ticket Guests
Three thoughts on potential future functionality for campaign ticket guests:
1). Implement a system for matching guest names to profiles (or creating new profiles automatically, a la Stripe payments) that lines up with the existing profile DEDUPE functionality. This could tie in with/be more robust if item 2 is considered:
2). Allow customization of the fields that purchasers fill out concerning their guests (for example, adding emails, phone numbers, etc.)
3). Implement a batch functionality for converting ticket guests to profiles (right now, it must be done on a one-by-one basis)
9 votes -
Minimum Yearly Fee
We would like to able to assess a yearly minimum fee that is not at the end of the calendar year but at the end of Q2. If we could adjust the dates for minimum fees that would be very helpful for our process.
2 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 -
Birthday/Anniversay alerts
A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .
2 votesYou could create a report with a relative date filter that is sent to your email. That might help with this request!
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RSVP Option for Households instead of guests
RSVP Option for Households instead of guests
We need an RSVP for a household where we can add the household members without going through the add a guest function. We are only using this campaign event to make sure each profile shows who attended.4 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 -
Accessing note types via Notes section
Please can you add a link to the note types in the Notes section (currently you have to go to Opportunities, which does not seem intuitive).
4 votes -
Fund Restriction Reporting and Naming
For the fund level restriction coding Default Restriction has a reporting field name of "funit type Id" and "Fund Restriction" but Spendable restriction and Principal Restriction are "spendablefunittypeid," "spendablefunittypecode;" and "principalfunittypeid," "principalfunittypecode."The naming convention is not consistent with the front end field display, and is not intuitive. Additionally the Fund (Default) Restriction is available in custom reporting, the others are not, and in the fund export the Fund (Default) Restriction is not near the other fields. I would prefer them all to be consistent in naming, and all reportable in custom reporting.
1 vote -
Bank Reconciliation - Cancel Feature
There should be an additional confirmation step for the "Cancel" option in the bank reconciliation. I lost an entire bank rec with 1 accidental click.
8 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 drop down of the default account when creating vouchers and invoices. Thanks!!!
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 -
opportunities
It would be helpful for tasks associated with an opportunity to be marked complete or in some way removed from open tasks when the opportunity has been closed. Presently, the tasks stay active, which requires another step to close an opportunity.
1 vote -
Add File Category column to Portal
When files are shared with Fund Advisors or other within the portal, display the File Category name as it's own column beside the Description field or beside the date to allow an additional sort option and descriptor.
1 vote -
Record of steps used to build campaign
We will often build campaigns by adding/removing profiles based on the same parameters used in an earlier campaign, though the profiles themselves differ based on data updates: e.g. invitations to our annual reception, generating the e-newsletter mailing list. There are usually several steps required to correctly add profiles to these campaigns; we have been writing them down and recording them as notes attached to the campaigns (e.g. "filter profiles by profile type id=xyz and add as household; then filter donations by last donation date<xyz and remove from campaign," etc.) It would be wonderful if CSuite could record these steps for us instead (perhaps in the log or as a note?) so we are easily able to keep track of complicated list-building steps when it is time to refresh the list.
We will often build campaigns by adding/removing profiles based on the same parameters used in an earlier campaign, though the profiles themselves differ based on data updates: e.g. invitations to our annual reception, generating the e-newsletter mailing list. There are usually several steps required to correctly add profiles to these campaigns; we have been writing them down and recording them as notes attached to the campaigns (e.g. "filter profiles by profile type id=xyz and add as household; then filter donations by last donation date<xyz and remove from campaign," etc.) It would be wonderful if CSuite could record these steps for…
3 votes -
Viewing vouchers under a vendor
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize I could Zoom out and see more of my screen, but I need to see my screen at 100% not at 80%, as my eyes aren't what they used to be.
The Fund column seems excessively wide here. It doesn't seem to be pushed to that width by the length of our fund names, and it doesn't allow me to adjust the width of that column to my preference.
Aha! As I am typing this, I literally do now see why it is so wide in my particular example (and it's a vendor whose history I frequently dig into as a reference). This particular vendor has been with us for years, and therefore the Voucher Summary (above the Voucher list) is very wide, with a lot of columns for the various years of history.
It seems that the Voucher table below it stretches to match the width of the Voucher Summary (which I don't believe it used to). Would it be possible to break that sizing dependency? Could the Voucher table just be a fixed width? It becomes harder to read and use the wider it gets.
Many thanks for all you do!
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize…
12 votes -
Allow Editing/Deleting the Automatic Pledge Adjustment
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this pledge and we'll always have to back out the accidental figure from any future cancelations. I have no doubt it will show up on the audit. It's terrible that we are unable to fix a simple error like this, especially since it will undoubtably cause issues down the road for us with our audit (and hopefully won't mean a finding). Can you all please add the functionality to at least edit the automatic pledge adjustment amount even if you don't want to let us delete it?
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…
21 votes -
Profile Information Updates via RSVP'S
When campaigns are created for events, and a linked is shared to RSVP, is it possible, for people who RSVP with demographic information, for CSuite to identify if they already have a profile in our system? And if so, could it prompt them to update their demographic information in there profile?
2 votes -
Donation Notes/Purpose in Giving Hub
For the Donation Notes Label in the Giving Hub - Is there a way to expand the character max or at least show all of the words? It is cutting off the limited amount. Ideally, we would love to use a drop down for folks to choose purpose of donation. (ex. Sponsorship, Mitzvah Moment, Board Contribution, General Support, Event Ticket, Registration, etc)
2 votes
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