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  1. reports

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Monique Scharlotte shared this idea  · 

  2. Cart Button for Affiliates in Portal

    11 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monique Scharlotte commented  · 

    We have many donors with funds that are in different investment pools, and we use the affiliate function to roll up the funds to simplify the donor's portal interface. Being able to use the car functionality for affiliates is important to the user experience.

    Monique Scharlotte supported this idea  · 

  3. Allow deceased profiles to be added as donation advisor

    9 votes

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

  4. org profiles

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Monique Scharlotte shared this idea  · 

  5. Tax Receipt Template in Donation Reporting

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Monique Scharlotte supported this idea  · 
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    Monique Scharlotte commented  · 

    It would be helpful for those viewing a donation report to know which type of tax receipt the donor is coded to receive.

  6. editing scholarship fund

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Monique Scharlotte supported this idea  · 

  7. Student Name Display on Scholarship Record

    18 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Monique Scharlotte commented  · 

    In support of this.

    Monique Scharlotte supported this idea  · 
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    Monique Scharlotte commented  · 

    It makes zero sense to have last name, first format.

  8. Multifund grant filter

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Monique Scharlotte commented  · 

    This will help generate one letter for multi fund grants.

    Monique Scharlotte supported this idea  · 

  9. Donation Advisors

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Monique Scharlotte supported this idea  · 
    Monique Scharlotte shared this idea  · 

  10. export button on grant summary

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monique Scharlotte supported this idea  · 

  11. Display age based on birthday

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Monique Scharlotte commented  · 

    I also saw an earlier suggestion that is now archived - I would love to be able to put in just a year instead of, for example, 1/1 19XX for all people. We used to have the option of a "fuzzy date."

    Monique Scharlotte supported this idea  · 

  12. On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Monique Scharlotte supported this idea  ·