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1339 results found
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Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
11 votes -
GST
Currently there is no ability to easily record and report on GST which is a statutory requirement in Australia. There are workarounds, however it would be a significant improvement if there were tax codes created which could then be reported on.
7 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
20 votes -
Functional Expense Allocation by Account
It would be helpful to be able to split accounts by functional expenses. For example, Occupancy accounts may not change allocation year over year, so it would be great to be able to set Occupancy accounts to be, for example, 75% G&A, 25% Program. You have enabled allocations on vouchers, but it appears accounts have to be set up as all or nothing, and that is not overly helpful.
3 votes -
Fund List Group Count
When you look at the fund list and pull by group, there is no count of how many funds are in that group. It would be nice to have a number, maybe at the bottom of the list, that tells you exactly how many funds make up that group. We advertise what types of funds we have, scholarship, endowed, etc. and being able to quickly look at how many would be very beneficial.
Currently we have to hand count from the screen or copy/paste into an excel document to count. Something that should be very easy is made very difficult.
5 votes -
Enable Donate Button for Individual Grants/Funds in the Grant Catalog
Currently, the Grant Catalog settings only allow us to show or hide the "Donate" button across all requests at once. While this is useful for previewing the catalog before donations open, it limits flexibility.
We would love the option to control visibility of the "Donate" button on an individual grant or fund basis. For example, being able to hide the button on some grants/funds while keeping it live for others.
Use Case:
Allowing certain funds/requests to accept donations earlier than others.
Running phased giving opportunities where some requests are open and others are still in preview.
Supporting match pools or special campaigns that are ready for donations ahead of the broader catalog.
Benefit:
This feature would give foundations more control over how donors interact with the catalog, making it easier to coordinate complex campaigns, staged launches, or pilot opportunities.Currently, the Grant Catalog settings only allow us to show or hide the "Donate" button across all requests at once. While this is useful for previewing the catalog before donations open, it limits flexibility.
We would love the option to control visibility of the "Donate" button on an individual grant or fund basis. For example, being able to hide the button on some grants/funds while keeping it live for others.
Use Case:
Allowing certain funds/requests to accept donations earlier than others.
Running phased giving opportunities where some requests are open and others are still in preview.
Supporting match pools or…
12 votes -
UX Update Request: Minimize Left Hand Menu
When working on a smaller screen or with multiple windows open, the ability to minimize/collapse the left-hand menu in CommunitySuite would free up more screen space for in-system tasks and workflows.
3 votes -
Internal Grants in Bulk
Can a process be created where we can upload in bulk internal grants? Each year there are many funds in Community Suite that transfer funds to our Grant Making fund. It would be quicker and easier if this were able to be completed with a CSV upload instead of having to do all the steps of an internal grant multiple times.
5 votes -
Fund Advisor Portal Inconsistencies
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do other grant catalog requests) and instead takes you straight to the grant request form.The issue with this is that it is prevents fund advisors from seeing details, like a picture or a story, associated with a promoted fund in the grant catalog. It is not an ideal end user experience. Additionally, it makes it harder for foundation staff to provide support when parts of the system operate inconsistently. There is no ability on the donate screen to see how much was requested and how much has been raised for a fund. Those details that are there for a grant request are not there for a fund.
Can this functionality please be fixed to ensure consistency and improve the experience for our fundholders?
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do…9 votes -
Email History: Display Attached files (non-system generated)
My understanding is that on the Email History on a Profile, it will only display the file that was attached if it's system-generated.
It would be useful to display the attached file for emails sent MANUALLY through CSuite, too.
9 votes -
URL, QR Code export for Giving Hub via custom reporting
The links and QR codes for the giving hub are available on each fund. However, exporting a full list is not available. This is a request to create an easy export or custom reporting field to get these out of the system in bulk more easily.
Additionally, please include the affiliate funds/affiliate giving hub funds when building this out.
8 votes -
Column Spacing for Fund Statement List on Portal
On the Fund Statement page of the new fund advisor portal, the list has 3 columns -- Description, Date, and View. The Date column is much wider in the full page view and the description is too tight. Is it possible to better space those columns so that it fits better the width of the information in the column?
40 votes -
Opportunity Tasks
There seems to be an inconsistency in how we can populate Tasks. If you create a task when you create an opportunity, you get far fewer fields than if you add a task separately.
The available fields from Create Opportunity specific to Tasks are: Task Type, Description, and Due/Reminder Date. The available fields from the left-side menu of the opportunity "Add Opp Task" is Assign to, Send Calendar Invite, Task Type, Description, Due/Reminder Date, and Recurring interval.
I would like this to be consistent across the areas where tasks can be added.
11 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
25 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
66 votes -
Archived Fund Fee Types
We archive unused fund fee types to get them out of the way. Please update the system so that archived fees don't show up when editing a fund. It would be much easier to not have to wade through fee types that are no longer used.
5 votes -
Toggle off closed accounts in bank reconcile
I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.
49 votes -
CSuite Interface Contrast
While the updates to the menu and profile layouts for CSuite are exciting, it is really hard to look at now. I am in my thirties and I have a hard time reading the screen. Is there a possibility of making the CSuite page more UI-friendly? It's just so hard to look at and I use CSuite for like 80% of the day. I don't want my eye sight to fade away this early in my life.
11 votes -
Support Multiple Fund Advisors in Grant Letters (One Letter Per Advisor)
Many foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no out-of-the-box way to automatically:
-Pull multiple fund advisors
-Generate one letter per advisor
-Or include all advisor addresses dynamically in a templateRequested Enhancement:
Enhance grant letter functionality to allow:
-Access to all associated fund advisors (not just Grant Advisor)
-Ability to generate one letter per advisor automatically
-Or merge multiple advisors into a single template in a structured wayImpact:
This would:
-Reduce repetitive manual steps
-Improve efficiency for foundations with multi-advisor funds
-Improve communication consistency
-Support more complex fund structuresMany foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no…
4 votes -
Remove "Review Grant Request" and add Submit
Currently in the donor portal, before a donor submits their grants, there is a button that says "Review Grant Request". Can we please change this to say submit the grants? I have had numerous phone calls from our donors because they are frustrated with the clicks before the grants are submitted. We have several older donors who are confused by that button and let their grants sit in the cart. I would love to see an easier process/button to submit grant requests.
5 votes
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