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22 results found

  1. Add an internal switch to interfund grant in portal

    20 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Derica Reed supported this idea  · 

  2. Add filters to grant document bucket

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Derica Reed shared this idea  · 

  3. Grant Documents

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Derica Reed supported this idea  · 

  4. Provide the option to show grant payment activity on fund statements.

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Derica Reed shared this idea  · 

  5. profiles: display relationship and engagement tab numbers

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Derica Reed supported this idea  · 

  6. Recurring Alerts on Home Menu

    77 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Derica Reed supported this idea  · 

  7. Add multiple payment types and banking information to profiles

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Derica Reed commented  · 

    This is so important. Our last financial platform had this feature and it worked great for us. Since moving to CSuite we are forced to continuously change the information or add new profiles which becomes difficult to manage. This would be a great feature to add.

    Derica Reed supported this idea  · 
    Derica Reed shared this idea  · 

  8. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Derica Reed supported this idea  · 

  9. Allow custom fields from funds on list of available merge fields for Grant award letters

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Derica Reed shared this idea  · 

  10. Bank Reconciliation Note Section (Left Side Menu)

    12 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Derica Reed supported this idea  · 

  11. Add filters to the check voucher module

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Derica Reed commented  · 

    Search or Filter by – payment method, payment date, payment amount, or check number, any information in the check module. Also, can we add payment method As of now, we can’t determine wires from ACH because all electronic payments are categorized in csuite as “electronic”.

    Derica Reed shared this idea  · 

  12. Create custom view or add columns to donation bucket list

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Derica Reed shared this idea  · 

  13. Link opportunity to a pledge

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Derica Reed shared this idea  · 

  14. Add conditional logic to custom fields

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Derica Reed shared this idea  · 

  15. Automated Workflows for Donor Stewardship

    21 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Derica Reed commented  · 

    I agree that a workflow designer would be amazing! This feature exist in many of the CRMs and applications that I have used before. I think this would be especially helpful when creating new profiles. Profile creation is a multistep process for us and this feature would improve our data integrity.

    Derica Reed supported this idea  · 

  16. Send or print grant letters in bulk, not just by check batch

    29 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Derica Reed shared this idea  · 

  17. Change opportunities to the engagement tab

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Derica Reed shared this idea  · 

  18. Recognize soft credits on donor profiles

    30 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Derica Reed shared this idea  · 

  19. Allow bulk updates via data imports (csv with unique IDs)

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Derica Reed shared this idea  · 

  20. Review all letters in CSuite similar to the Fund Statement review function

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Derica Reed shared this idea  · 
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