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15 results found

  1. Implement a "foldering" system for processes, forms, and email templates

    82 votes

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    5 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Candice Brock supported this idea  · 

  2. multiple automated emails

    18 votes

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    4 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Candice Brock supported this idea  · 

  3. Multiple emails for grant letters

    17 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Candice Brock supported this idea  · 

  4. Use organization domain for email communications

    53 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Candice Brock supported this idea  · 

  5. ACH payments out: add content to email

    9 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Candice Brock commented  · 

    I am really bummed that I have tried to find a way around creating our own emails and sending them out one by one to vendors for two years and can't find a way around it. If anyone has a good FREE work around, please email me :D cmbrock@cfgc.org

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    Candice Brock commented  · 

    Sally, did you ever find a solution?

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    Candice Brock commented  · 

    This is a giant pain in my production :) Yes, please make a way. I am running a report and then emailing after editing each one to be specific.

    Candice Brock supported this idea  · 

  6. Portal: ACH Option

    127 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Candice Brock commented  · 

    I like this idea. We have to use a DocuSign form with a voided check and keep our own records for verifying before entering into C-suite. Lately, we have had a ton of issues with ACH chargebacks from incorrect or changed banking information that never made it through the little side system we created before they get paid.

    Candice Brock supported this idea  · 

  7. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Candice Brock supported this idea  · 

  8. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Candice Brock supported this idea  · 

  9. Automatically Post Recurring Donations

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Candice Brock supported this idea  · 

  10. Vouchers and Prepaids

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Once the voucher is posted, you could create a recurring journal entry with an end date. Not a perfect solution, but you would not need to remember to create a new journal entry each month.

    Candice Brock supported this idea  · 

  11. Department Codes per GL Line

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Candice Brock supported this idea  · 

  12. Enhance Budgeting Tools - Scenarios, Forecasts

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Candice Brock supported this idea  · 

  13. Edit Fund Settings : can we break those down further?

    14 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Candice Brock commented  · 

    Yes! This would be very helpful.

    Candice Brock supported this idea  · 

  14. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Candice Brock supported this idea  · 

  15. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Candice Brock supported this idea  ·