Skip to content

CommunitySuite Idea Lab

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1231 results found

  1. Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add ability to add a note to a Group record under System Configuration. As a system admin, I am currently keeping a separate record of notes for each of the user groups I create. Different teams, and members on those teams, have different access requirements so I am documenting the purpose of each targeted Group. It would be more convenient to have these notes included on the Group record but there is currently not a button to add a note to that type of record.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Please make the Grant Funding table, found at the bottom of a Grant Catalog Grant once it has been funded, available to the Grant Letter and Grant Award Letter templates. Currently, it is not possible to use a template to pull where the grant was funded from out of the system.

    Nonprofits often want to know where the money comes from when they are funded for a Grant Catalog grant. The only way is to manually pull that info out of the system, and it isn't really reportable either.

    The Grant Catalog is becoming a more and more popular way…

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Have the ability to decrease the spendable amount on an internal grant for the Source Fund. I've seen references to apply the amount to spendable to the Destination Fund, but I need to decrease the spendable on the Source Fund.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. When we off-board someone, we inactivate their account in CSuite. Depending on the situation, this may be done quickly. Whether it's quick or not, later on, we may need to re-assign their tasks to someone else. They also may have valuable custom reports that they neglected to share. Either one of these two require us to re-activate the user so that we can login as them to address the items. When we do that, we lose tracking on when we originally inactivated them. It also is a security concern that we open up an ex-employee’s account, making it active, albeit…

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. A new release has changed my scholarship list to include closed funds and designated scheduled funds. It would make my workflow easier if it could go back to just the list of scholarships that I use instead of having to add filters.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.

    20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 0 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. When selecting [clear] next to a tribute on a donation, you are brought to a confirmation page which says "Confirm Donation Delete" yes or no -> the wording on this page is confusing as it seems you may actually be deleting the donation, not the tribute.
    Would be nice to update the verbiage to something more clear like "Confirm clear tribute" to avoid confusion

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.)

    So when the portal is displayed, users could easily find funds in their community.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Proposed Idea  ·  Holly Spitz responded

    Donors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.

  14. Allow Donor Portal users to be able to separate subfunds from the main fund to view financials.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. For a non-gift, is there a way to generate a notification to thank donors for their gifts that come from another donor advised fund or a commercial fund that do not receive the tax deduction notification?

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself.

    This is a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.

    The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Please make available the US(MM/DD/YYY) DateStyle selected in Site Data in the Checks > Content > Check and Voucher Date merge fields.

    Currently only YYYY/MM/DD is available .
    Thank you .

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?