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1339 results found
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aallieri@cfpbmc.org
Enable customization of the top navigation bar. Most of our staff use only a limited portion of CSuite, so giving them direct access to the sections they rely on most is essential for efficiency and ease of use. For example, Funds, Donations, Grants, and Opportunities are features our team uses regularly. Requiring staff to locate these items within dropdown menus—where many of the options are not relevant to their roles—has been frustrating and may ultimately lead to reduced use of CSuite.
10 votes -
Hyperlinks to Reports
It is incredibly difficult to share reports. It is cumbersome and inefficient to share reports without a hyperlink. Please make individual reports able to share via hyperlink - thanks!
7 votes -
nakeia@cobbfoundation.org
When processing grants, it would be very helpful if we could assign a letter template to a specific payment type. If a default payment type is saved for a grantee, it would be great if CSuite could automatically generate the correct letter. Currently, we have to manually select the electronic payment letter when processing grants paid by ACH bank transfer.
8 votes -
Update opportunities so new funds can be created easily from the opportunity
Add three new features in opportunities, that would allow us to (1) merge Deed of Gift templates with data (much like the send letter field does now), (2) create the fund in CSuite, and (3) have the notes carry forward from opportunities to the new fund profile.
Ideally, we would have these additional fields in the opportunity that we currently use in creating a fund related to the Deed of Gift in the opportunity:
- Name [of fund]
- Group
- Division
- Internal Description [which we use for the Fund Purpose]Then, two new left side menu options in the CSuite Opportunity:
1. Print Deed of Gift (it would be critical that this is a word option)
2. Create a FundAny existing notes in the opportunity would ideally be linked to the new fund profile when the new fund is created.
Add three new features in opportunities, that would allow us to (1) merge Deed of Gift templates with data (much like the send letter field does now), (2) create the fund in CSuite, and (3) have the notes carry forward from opportunities to the new fund profile.
Ideally, we would have these additional fields in the opportunity that we currently use in creating a fund related to the Deed of Gift in the opportunity:
- Name [of fund]
- Group
- Division
- Internal Description [which we use for the Fund Purpose]Then, two new left side menu options in…
7 votes -
Multi-fund vouchers
HELP - VOTE FOR THIS! Multifund vouchers are unable to be copied in CSuite. When you copy it will only copy the first one, so these will need to be made from scratch each time. Csuite doesn't have the functionality to fully copy a multifund voucher. So, those monthly employee-benefit breakdowns have to be done from scratch every time!!!
7 votes -
Task/Note Types
When clicking on a Note/Task Type ID number under Opportunities, List Types, please add the ability to list all specific notes/tasks associated with that ID number. For example, when clicking a Profile Type category ID, you can click List Profiles, which displays a list of all profiles with that Profile Type. I want to see all the notes/tasks associated with that type.
6 votes -
Show GLM Reports in CSuite
When you go visit an organization's page in C-Suite, it would be great to show a list of GLM submissions that you could click to open the PDF, much like the list of grants can open the individual grants. These could be arranged by date, so you could easily see the most recent.
11 votes -
Journal Entry Sort
Currently, journal entries are displayed sorted by debit and credit values, which makes it difficult to review and approve entries efficiently.
When comparing entries against the entry spreadsheet, which lists them in the order of journal entry ID, the current sorting method disrupts the sequence and increases the likelihood of oversight or error. This misalignment between the system view and the entry format complicates the review process and slows down approvals.
Requested Change:
Please update the journal entry review interface to list entries by journal entry ID by default, rather than by debit/credit values. Alternatively, providing a sorting option that allows users to toggle between ID, date, and value would offer greater flexibility.Benefits of This Change:
Aligns the system view with the import spreadsheet format
Improves accuracy and efficiency during the review process
Reduces time spent searching for and verifying entriesI have attached a screenshot of the current interface and the corresponding entry spreadsheet for reference.
Currently, journal entries are displayed sorted by debit and credit values, which makes it difficult to review and approve entries efficiently.
When comparing entries against the entry spreadsheet, which lists them in the order of journal entry ID, the current sorting method disrupts the sequence and increases the likelihood of oversight or error. This misalignment between the system view and the entry format complicates the review process and slows down approvals.
Requested Change:
Please update the journal entry review interface to list entries by journal entry ID by default, rather than by debit/credit values. Alternatively, providing a sorting option that…34 votes -
Don't Require a Primary Fund Advisor
We have many funds with both spouses as Fund Advisors, neither should be "primary" but C Suite forces one to be primary and it can't be unchecked. Please allow the option not to have a primary Fund Advisor. We don't want either to be primary but C Suite doesn't give us the option to remove the primary tag.
Please see this previous Idea Lab post with many votes that requested the same thing but Foundant's response was that the primary tag could just be moved to another Fund Advisor. That response does not address the need. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45764248-would-like-ability-to-change-fund-advisor-to-not-p
Thank you
10 votes -
Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins to define a required format or pattern
-Introduce validation or formatting rules before submissionWhy This Matters:
-Improves data consistency and deduplication
-Reduces manual cleanup for staff
-Helps maintain cleaner household records over timeWhen Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins…7 votes -
Task Reports Not Connected to Opportunity
It would be extremely helpful to be able to use the custom Tasks report for tasks not connected to an opportunity. It seems strange to me that we have the ability in CSuite to link tasks to Donors, to Funds, to Gifts, etc., and then are not able to report out on the details of those Tasks. I know we are not alone in using Tasks outside of tracking Opportunity Tasks. Using tasks has become a way for us to manage our workflows internally across departments, so would like to see more robust reporting that matches the existing functionality.
9 votes -
Add Tribute to Online Donation Email Body Content
It would really be helpful if Tribute was an available field in the Donation Content area, Online Donation Email Body. We had a case where a series of online donations were made to a fund, all with the same description and amount, but honoring different people each time. What the fund advisor receives are multiple emails, all looking identical, since the Tribute field isn’t available to show why they are different. If we could add the Tribute field to the content area this would be much clearer for the fund advisors.
14 votes -
Enhanced User Login & Engagement Tracking in Community Suite
We push people to the Portal a lot, but right now we really don’t have a good way to see how often people are actually logging in.
We can’t easily tell who’s active, who hasn’t logged in for a while, or whether people are using the Portal the way we hope they are. Without that info, it’s hard to know what’s working, where users might be getting stuck, or how engaged our fund advisors and other users really are.
It would be incredibly helpful if C-Suite could make basic login details—like last login date, how many times someone has logged in, and overall login trends—objects in Reporting.
Having even simple data would help us understand user engagement, spot people who might need support, and see whether changes we make to the Portal are actually improving things.
We push people to the Portal a lot, but right now we really don’t have a good way to see how often people are actually logging in.
We can’t easily tell who’s active, who hasn’t logged in for a while, or whether people are using the Portal the way we hope they are. Without that info, it’s hard to know what’s working, where users might be getting stuck, or how engaged our fund advisors and other users really are.
It would be incredibly helpful if C-Suite could make basic login details—like last login date, how many times someone has logged…
8 votes -
Word Document Option for Donation Receipt Envelopes
Currently, the Print Envelope feature only generates PDFs. Having the ability to download envelopes as a Word document would be extremely helpful, as envelopes often need minor edits before printing. With the current PDF format, the template formatting frequently shifts and addresses spill onto a second page, making them difficult—or impossible—to edit and print accurately.
Since Donation Receipts already include a Word download option, it seems this functionality may already exist on the development side and could potentially be extended to envelopes as well. Adding a Word option would provide much-needed flexibility and significantly improve usability.10 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
9 votes -
Resort order on new donation entry
I would really like the Additional Information section to come BEFORE the Tribute Information section.
And I would like the "Needs tax receipt" to be right under or above the "Receipt Template". Not all the way down the page by itself.
We use the Additional Information section on EVERY gift and only use the Tribute Information section on a few gifts.
12 votes -
Add Donation
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult to tab through.
The Receipt Template field appears first, but the checkbox for “Tax Receipt Needed” is several fields later. It might be helpful to group these closer together for clarity.
Overall, the layout feels a bit challenging for quick data entry. A more streamlined arrangement could make the process smoother.
Also, thoughtful timing for a release such as this would be helpful. Many of us are in the middle of annual appeals during this time of year, and data entry has slowed as a result.
Thank you for considering these suggestions! We appreciate the work that goes into improving the platform.
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult…
12 votes -
Tax receipt letters and grant letters automatically uploaded to Portal
When a tax receipt letter and/or grant letter is generated, have an option or a box to check to automatically upload it to the Portal. Right now, I save the letter to our server, then have to upload the letter to the portal. This is too many steps for the volume of letters that I create.
5 votes -
The new design on the fund advisor page and security page are difficult to read
Please return the fund advisor page & security page back to the way they were. The sideway text boxes are difficult to read. No one should have to tilt their head to get their work done. Thank you
5 votes -
Voucher refund - allow edit fields
Please update the Voucher Refund process and the ability to edit fields. Currently when we process a refund on a Voucher, the word “Refund” is in the Description field and we are not able to update any other fields should we want to. It would be helpful if it either copied over the original description and included the word “refund” within that copied description OR if we had the ability to update it ourselves so we could reflect what the refund entailed. We find that when we look at the transaction through the GL lens, we must dig into what that refund was processed for and that isn’t the most efficient use of time in the database.
Please update the Voucher Refund process and the ability to edit fields. Currently when we process a refund on a Voucher, the word “Refund” is in the Description field and we are not able to update any other fields should we want to. It would be helpful if it either copied over the original description and included the word “refund” within that copied description OR if we had the ability to update it ourselves so we could reflect what the refund entailed. We find that when we look at the transaction through the GL lens, we must dig into what…
7 votes
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