- or
No existing idea results
- ~ No ideas found ~
1476 results found
-
Reporting
I would love to be able to pull in notes or tasks to an opportunity report. If I create an opportunity notes report then it only shows profiles WITH notes and leaves out any profiles within a specific opportunity type with no notes.
7 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!
12 votes -
Bulk Update Tool for Grants
We would like to have a Bulk Update tool for grants similar to the Bulk Update tool available for Profiles (the export/import tool - not Bulk Actions).
Our immediate use case would be for making updates to fields (both standard and custom) on large batches of Beneficiary and Recurring grants.
6 votes -
Notify assigning staff when a task is completed by another teammate
When a task is assigned by another teammate, they should be notified when such task is completed. This applies most when our Grants and Data Specialist assigns a steward a task to follow up with a DAF advisor on a grant recommendation question (EX: verifying a description for the grant and confirming no improper benefits). Once that task is completed and the steward provides notes on the discussion and next steps, our Grants and Data Specialist is not notified that the task has been completed. The steward has to reach out independently to verify the task was finished. If there was an option to notify assigning staff, that would be ideal for keeping workflows moving smoothly. Thanks!
When a task is assigned by another teammate, they should be notified when such task is completed. This applies most when our Grants and Data Specialist assigns a steward a task to follow up with a DAF advisor on a grant recommendation question (EX: verifying a description for the grant and confirming no improper benefits). Once that task is completed and the steward provides notes on the discussion and next steps, our Grants and Data Specialist is not notified that the task has been completed. The steward has to reach out independently to verify the task was finished. If there…
7 votes -
Portal: ACH Option
With the addition of ACH information to the portal, I propose adding a verification button to improve security and accuracy. Verifying ACH details before use is a standard best practice to minimize user errors and prevent fraud. This feature would notify the foundation when new ACH details are added, prevent unverified transactions, and reduce errors and fraud by allowing a temporary hold on banking information being used until verification is complete. Implementing this feature would enhance data integrity, security, and overall operational efficiency.
151 votes -
Grant Limits for Specific Fund Advisors
Some of our families with Donor Advised Funds want to involve their children in grantmaking but want to set a "budget" that limits the amount that their children can grant (EX: $5,000 annually).
Can there be a way for us to set up logins for these adult children but limit the amount they can grant annually?
This function would be a great selling point for families to open a DAF and encourage philanthropy to their kids in a controlled manner.
9 votes -
jeanette@communityfoundationci.org
Please follow USPS Postal Addressing Standards Publication 28 (attached for reference) when validating and suggesting mailing addresses on profiles. Currently, CSuite recommends address corrections that do not follow USPS standards, and it causes mail to be returned as undeliverable; example attached. The address validation tool is helpful, and we want to use it, but the tool should be based on USPS standards which it currently is not. Fellow CSuite users, please support this idea! Thank you!
6 votes -
Entering Guest Information on Campaign Ticket should be REQUIRED
Currently when someone registers or purchases a ticket for an event it asks for the purchaser's information before hitting "Submit". AFTER hitting submit, it shows "Add Guest Information". Most guests do not fill this out.
It would be ideal if guest information was REQUIRED before the "Submit" button (example: 3 slots for guest information if there were 3 tickets with 1 seat each selected).
The initial entering of "Your Information" before the "Submit" button should have the option to customize which fields are required. It automatically requires First & Last name, Email, and Phone. What if we need address to send mail to after the event?
Currently when someone registers or purchases a ticket for an event it asks for the purchaser's information before hitting "Submit". AFTER hitting submit, it shows "Add Guest Information". Most guests do not fill this out.
It would be ideal if guest information was REQUIRED before the "Submit" button (example: 3 slots for guest information if there were 3 tickets with 1 seat each selected).
The initial entering of "Your Information" before the "Submit" button should have the option to customize which fields are required. It automatically requires First & Last name, Email, and Phone. What if we need address to…
24 votes -
Allow each note id to contain multiple profile ids
I want to suggest that each note id might have multiple profile ids.
For example, if I hosted a meeting with the director of a nonprofit organization. I would want this note to display both the profile id of the organization and the individual that I met with. When i click the organizations "Notes" tab it will show each note for the organization's profile id, and some notes will also have additional profile ids listed if they are associated with another individual or another organization.
6 votes -
Improving the Grant Approver Process
As a large foundation, we believe the proper way to manage grant approvers is by allowing specific users authority at the fund level. More specifically, this is almost always based on Fund Group, SubGroup, Division, or Segment. It’s very difficult to manage this, though. When assigning approvers, you have to manually choose each fund they can approve, one by one. There’s no way to filter the list of funds, and there’s no batch update function. Other than being time consuming, this can lead to certain funds being missed when making changes. In addition, there are times when all grant approvers for a particular fund are out of the office, which puts grants on hold unnecessarily. To alleviate this, we have a couple of suggestions, but other approaches are welcome. We simply want something that makes this less cumbersome and less susceptible to error.
First, if we be really helpful if we could filter the list of funds in Grant Approvers by Fund Group, SubGroup, Division, or Segment. That alone would be dramatically improve the approval process, assuming the “All” specification applies to the filtered list.
For temporary grant approvals when someone is absent, it would be great if there was a function where we could specify replacing person 1 with person 2 on all funds, with a scheduled start date and end date. That way if someone is known to be out of the office, we can have someone else replace them during their absence.
Those are just suggestions, but alleviating the issues are our main concern.
As a large foundation, we believe the proper way to manage grant approvers is by allowing specific users authority at the fund level. More specifically, this is almost always based on Fund Group, SubGroup, Division, or Segment. It’s very difficult to manage this, though. When assigning approvers, you have to manually choose each fund they can approve, one by one. There’s no way to filter the list of funds, and there’s no batch update function. Other than being time consuming, this can lead to certain funds being missed when making changes. In addition, there are times when all grant approvers…
14 votes -
April 8th, 2026 Feedback for Online Fund Request
Please post your feedback here
5 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.
10 votes -
Show Cancelled on Promise Status or Allow Deletion of Record
I am bringing back a couple of ideas you have previously archived. It is not clear whether the system architecture will not allow these changes to be made or if there is insufficient support for the idea. However, the way the system is behaving today is extremely misleading.
Situation:
When adjustments are made to a promise record, the system does not allow it to be deleted. The only option is to Cancel the promise record.Problem:
In the promise details, you can see that the promise was cancelled and the amount was cancelled. HOWEVER, on the Engagement tab of the profile, what you see is that the promise has been "PAID" and that there is a $0 balance.This implies that the person paid the balance of the promise. This is misleading and incorrect.
Request
Please correct this misleading information by allowing a promise record to be deleted if there is not payment activity associated with it OR at the very least, change the status to Cancelled.I am bringing back a couple of ideas you have previously archived. It is not clear whether the system architecture will not allow these changes to be made or if there is insufficient support for the idea. However, the way the system is behaving today is extremely misleading.
Situation:
When adjustments are made to a promise record, the system does not allow it to be deleted. The only option is to Cancel the promise record.Problem:
In the promise details, you can see that the promise was cancelled and the amount was cancelled. HOWEVER, on the Engagement tab of the…6 votes -
Add Donation Type: Properties
Please add a new Donation Type as "Properties" with a sell function similar to Public Securities entry and sell processing. Our foundation receives donated properties that must be "sold" that have gain/loss that needs to offset on the correct asset general ledger account. This would be a huge help to the Finance Department.
14 votes -
Improve CC Field Selection When Sending Grant Letters via Email from Document Bucket
When processing grant letters through the Document Bucket and sending them via email, the system automatically populates the “Email” field using the primary email address on the profile.
However, the “CC” field currently requires manual entry, even when additional email addresses already exist on the profile.
It would be very helpful to enhance this workflow by allowing users to select from existing email addresses tied to the profile, rather than manually typing them in.
Suggested Enhancement:
Add a dropdown or selector within the CC field that:
-Displays all email addresses associated with the profile
-Allows users to quickly select one or multiple recipientsOptionally, allow a hybrid approach:
-Select from existing emails and/or manually enter a new address if neededWhy This Matters:
-Reduces manual entry and risk of typos
-Improves efficiency when sending high volumes of grant letters
-Creates consistency with how the primary email field is automatically populated
-Better leverages existing profile data within CommunitySuiteAdditional Considerations (Nice-to-Have):
-Ability to save default CC recipients for specific grantees
-Multi-select with checkboxes for quick inclusion of multiple contactsWhen processing grant letters through the Document Bucket and sending them via email, the system automatically populates the “Email” field using the primary email address on the profile.
However, the “CC” field currently requires manual entry, even when additional email addresses already exist on the profile.
It would be very helpful to enhance this workflow by allowing users to select from existing email addresses tied to the profile, rather than manually typing them in.
Suggested Enhancement:
Add a dropdown or selector within the CC field that:
-Displays all email addresses associated with the profile
-Allows users to quickly select one…12 votes -
Engagement tab should include guests of campaigns
We have some campaigns set up where an org profile has signed up for the event, and then individuals are the guests of the org. OR, someone is signing up on behalf of another person, and that other person is the guest. Those guests, if they are linked to a profile in CSuite, should show up on the Engagement tab under Campaigns, so we can see the full picture of what events a person has attended or RSVPed to.
6 votes -
Global Search Enhancements to Improve User Experience
Currently, both new and experiences colleagues frequently encounter challenges locating profiles, funds, or organizations when the spelling entered in the search bar is not an exact match. This often results in unnecessary time spent refining searches or navigating through multiple records.
One suggested process improvement would be to enhance the Global Search functionality by incorporating a results page that displays similar or related matches when an exact search term is not found. Similar to search engines online.
Results could be organized by record type, such as: Individual Profiles, Household Profiles, Organization Profiles, Funds, Other Related Records
This improvement would support decreasing time spent locating record(s) and efficiently improve the adoption of the system.
Currently, both new and experiences colleagues frequently encounter challenges locating profiles, funds, or organizations when the spelling entered in the search bar is not an exact match. This often results in unnecessary time spent refining searches or navigating through multiple records.
One suggested process improvement would be to enhance the Global Search functionality by incorporating a results page that displays similar or related matches when an exact search term is not found. Similar to search engines online.
Results could be organized by record type, such as: Individual Profiles, Household Profiles, Organization Profiles, Funds, Other Related Records
This improvement would support…
7 votes -
Add filtering options for Profile Search
Inconvenience: When searching for an organization under the Profile Search, any Individual with that name listed in the organization field will also populate. This is a drawback for adding an individual's organization in this way.
Suggestion: Add a checkbox filter to include/exclude Types of Profiles (individual, household, organization) on the Profile Search screen for a more targeted search that doesn't involve using Custom Reports.
Expanded: A more advanced search filter could be useful for other scenarios. Deceased, (Relationship) Profile Types, Tax Class, etc.
7 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.18 votes -
Attach file to recurring donation
You can't add files to the main recurring ID - only to the individual donations linked to it. We need the option to add information to the main ID so that you don't have to go through each linked donation.
For example, if we get a request to end a recurring donation or update payment, we need to attach to the main donation.6 votes
- Don't see your idea?