CommunitySuite Idea Lab

  1. Fund Advisor Portal - email case sensitivity

    Please make the Fund Advisor login NOT case sensitive. Many donors are accustomed to entering their emails with various mixes of upper and lower case characters. All fund advisors emails in CSuite appear to be lower case. The donor portal interprets a case difference as a different email and does not allow a login, or a forgot password email to make it through. This is causing lots of issues with our fund advisors.

    73 votes

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  2. Add grant advisor, grant letter template, service area and grant types to recurring grants

    Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)

    30 votes

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  3. NACHA File Offset

    It would be great to have the ability to turn off the offset transactions within the NACHA file. Our bank has requested this and said it is an "easy click of a button" in most accounting softwares but it is not an option yet in C-Suite.

    This offset transaction is causing multiple transactions for the same payment to appear in our banking.

    20 votes

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  4. Add Steward to Tax Receipt Fields

    We have multiple stewards who would like to sign tax receipts. It would be great if we could have a field that pulls the steward first and last name into the letter. Title of steward would be great too but that isn't as important to me as just having the function to get the steward name on the letter.

    10 votes

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  5. Build out Note reporting.

    We use notes to track donor, professional advisor, and grantee interactions. The current reporting includes a ton of "employee" fields but no biographical/name/etc. fields for the associated profile, forcing us to analyze the data entirely in excel.

    4 votes

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  6. budget "difference" calculated on ENTRY screen

    Would it be possible to add a sum on the screen while you are ENTERING the budget. Right now to make sure did not accidently transpose a number you have to save, go back out look at the total, then go back in. It would be so nice if you could review a total entered on the entry screen. Real dream would be to enter the annual amount AND have a sum of the monthly amounts you enter AND show any variance to ensure accuracy.

    4 votes

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  7. tasks

    Create options besides "done" for retiring tasks.

    When a task is abandoned for legit reasons, it would be great to be able to mark it as such. Also, When a task was added by someone who is no longer a user and it does not make sense to reassign the task to someone else, it would be great to be able to delete it. Only having "done" as a method for retiring tasks from active status leaves a misleading record of what activity occured.

    16 votes

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  8. Scholarship Quick Add Function

    There is a "quick add" for scholarships where you can enter the full scholarship amount and the years it's payable and the system will create multiple scholarship entries. This is great, except we pay our scholarships by semester.

    Is there a way you can adjust it to have the option to select how many months or "twice a year" instead of just the number of years?

    4 votes

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  9. Bulk Edit Fund Screen

    It would be great to have the ability to freeze the fund names on the left hand "name" column when bulk editing funds. Currently when you scroll to the right you lose the names of the funds you are trying to edit and it's really difficult to complete edits.

    *this idea was originally posted by someone else in Aug 2019 but no comments or implementation so far

    44 votes

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  10. 4th Equity bucket

    In Canada many foundations put the interest & earnings from the investment pool into a stand-alone equity account as a reserve or capital stabilization account. CSuite can only support 3 defined equity accounts. In order to put this into the account each month it is a manual journal entry from the default fund balance equity account to the 4th equity account. If the system were able to support this 4th equity bucket/account it would allow this process to be more automated; reduce manual intervention & risk for errors.

    22 votes

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  11. Ability to Delete a Task

    PLEASE - build in the ability to build a task. We have recently had several deceased individuals with tasks and opportunities assigned. We need to be able to delete them, rather than marking them as done. This is so important due to the fact that we are tracking our tasks completed for board reporting and so simply cannot mark something as done that was not, and no longer needs to be done.

    26 votes

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  12. Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task.

    Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task. Also, on the MY TASKS list page, we need a column for the field "Task Object" (the profile to which the task is linked) otherwise the User/Creator sees the list of tasks but has not idea to whom each task is linked at a glance.

    3 votes

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  13. Task Page Default

    It would be helpful if the Task Page defaulted to "All My Tasks" so that we could see our upcoming to-do list with one click instead of just the tasks for that day.

    7 votes

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  14. Share a File Attachment under Grants

    We have started scanning our grant documentation and attaching it under each grant. This appears to be the ONLY place that there is no option to share the file and push it out to the Fund Advisor Portal.

    Can we add that functionality? It seems like it would be the same concept as sharing on the voucher page where it pushes to that fund's portal.

    7 votes

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  15. Add Tribute Name and Donation ID Fields to {{For Each Item}} Area of Donation Template

    Please add the tribute name and donation ID fields to the {{for each item}} area of donation templates. Currently, donors can give multiple donations and multiple tributes during one online checkout. Only one tribute name and donation ID appears in their tax receipt. Please add the tribute name and donation ID fields to the {{for each item}} area of donation templates so any and all tribute names and donation IDs will appear in their tax receipt. Thanks.

    14 votes

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  16. Scholarship Description Merge Field

    We would love to be able to merge the scholarship description into our scholarship letter. This helps the schools know more about the award and why the student was chosen, as well as how the award can be used. This field is not currently available to pull into templates, but would improve our workflow!

    11 votes

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  17. Posting Donations

    It would be helpful to be able to select checkboxes of donations to post, rather than have the choices be "post all" or having to post selected ones one at a time.

    19 votes

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  18. Task list should show profile

    I'd like to see a column with the profile name when looking at my task list. I know the task itself is hyperlinked to the profile, but I don't always want to go to the profile, just want to see the name of it.

    11 votes

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  19. task email notifications

    Have the option to have an email sent to the taskee and for the person who assigned the task to receive an email when the task is marked 'done'

    4 votes

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  20. View all tasks for a profile

    It would be nice if all current AND future tasks assigned to a specific profile were displayed in the profile view.

    7 votes

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