Settings and activity

28 results found

1. Ignore Duplicates

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Apr 17, 2026

2. Bulk Upload Ids for grant records

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Apr 17, 2026

3. pull donation reports from profile id upload

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Apr 17, 2026

4. Duplicate Names - Separate by Type of Profile

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   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Mar 5, 2026

5. salutation

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Monique Scharlotte commented  ·  Feb 26, 2026  ·  Edit…  ·  Delete…

   Currently, the only salutation field that is available for all tax receipt (donation) templates is the donor's salutation. Unfortunately, if you want the letter addressed to the donation advisor instead, the address block will have the advisor's information but the salutation field will still be the donor's salutation. Please give us more flexibility to use other salutation fields.

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   Monique Scharlotte shared this idea  ·  Feb 26, 2026

6. Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Feb 18, 2026

7. Mobile application for Fund Advisor Portal

   60 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Jan 29, 2026

8. donation advisor

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Jan 12, 2026

9. bulk open opportunities

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Dec 17, 2025

10. Update Other Profiles Function

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    5 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Monique Scharlotte commented  ·  Nov 18, 2025  ·  Edit…  ·  Delete…

    If this functionality doesn't work, why not just disable this function???? It's extremely misleading to the user.

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    Monique Scharlotte supported this idea  ·  Nov 18, 2025

11. note type

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Monique Scharlotte shared this idea  ·  Nov 17, 2025

12. Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche

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    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Monique Scharlotte supported this idea  ·  Nov 11, 2025

13. link donations

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Monique Scharlotte shared this idea  ·  Nov 8, 2025

14. additional award letters

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Monique Scharlotte supported this idea  ·  Nov 3, 2025

15. portal grant request

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Monique Scharlotte shared this idea  ·  Oct 23, 2025

16. Sandbox Grant Approval

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Monique Scharlotte supported this idea  ·  Oct 13, 2025

17. donation type on donor profile

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    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Monique Scharlotte shared this idea  ·  Sep 18, 2025

18. reports

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Monique Scharlotte shared this idea  ·  Sep 9, 2025

19. Cart Button for Affiliates in Portal

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Monique Scharlotte commented  ·  Sep 5, 2025  ·  Edit…  ·  Delete…

    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.

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    Monique Scharlotte supported this idea  ·  Sep 5, 2025

20. Allow deceased profiles to be added as donation advisor

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Monique Scharlotte shared this idea  ·  Sep 3, 2025