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23 results found

  1. Allow donations/pledges to use invoicing and tax receipt functionality

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Marie Felver supported this idea  · 

  2. Toggle off closed accounts in bank reconcile

    44 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Marie Felver supported this idea  · 

  3. Bulk Edit - Payment schedule date and grant date

    85 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Marie Felver supported this idea  · 

  4. API for Constant Contact

    35 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Marie Felver supported this idea  · 

  5. Campaigns for programming sign-up

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Marie Felver supported this idea  · 

  6. Sequential & Open Submission Logic

    12 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Marie Felver supported this idea  · 

  7. Add Email address "Other Detail" to a reporting object.

    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Marie Felver supported this idea  · 

  8. Donor Portal suggestion to increase visibility of Create Grant Request

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Marie Felver supported this idea  · 

  9. Column Spacing for Fund Statement List on Portal

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Marie Felver supported this idea  · 

  10. Batch Build and Edit Committees

    15 votes

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    1 comment  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Marie Felver supported this idea  · 

  11. check labels

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Marie Felver supported this idea  · 

  12. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Marie Felver commented  · 

    If we had this feature, we would not have to do a mail merge of cover letters outside of the system. We could incorporate our cover letter in the fund statement template and save so much time!

    Marie Felver supported this idea  · 

  13. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Marie Felver commented  · 

    Annually, we mail our fund statements. The fund statements alpha sort by fund name when they are printed We have many advisors getting more than one statement. We try to combine those statements in the same envelope, but it's a disaster to do that when the statements for the same advisor are not together. We could simplify our mailing process by having one envelope per statement, but it's pretty wasteful to send 5 envelopes to the same address.

    It would save so much time if we could choose the sort order of the fund statements.

    Marie Felver supported this idea  · 

  14. Multiple directories tied to profiles

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Admin →
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    Marie Felver supported this idea  · 

  15. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marie Felver supported this idea  · 

  16. birthday - option to not include year

    117 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Marie Felver supported this idea  · 

  17. Bring back the option for archived campaign to show on a profile!

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Marie Felver supported this idea  · 

  18. Scholarship Directory (Similar to Nonprofit Directory)

    75 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Marie Felver supported this idea  · 

  19. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Marie Felver supported this idea  · 

  20. 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.

    Marie Felver supported this idea  · 
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