Settings and activity

15 results found

1. portal grant request

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Oct 23, 2025

2. Sandbox Grant Approval

   7 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Oct 13, 2025

3. donation type on donor profile

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   9 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

4. reports

   17 votes

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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

5. Cart Button for Affiliates in Portal

   11 votes

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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

6. 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  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Sep 3, 2025

7. org profiles

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Monique Scharlotte shared this idea  ·  Jun 25, 2025

8. Tax Receipt Template in Donation Reporting

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Jun 17, 2025
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   Monique Scharlotte commented  ·  May 4, 2025  ·  Edit…  ·  Delete…

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

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9. editing scholarship fund

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Monique Scharlotte supported this idea  ·  Jun 9, 2025

10. Student Name Display on Scholarship Record

    18 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Monique Scharlotte commented  ·  May 8, 2025  ·  Edit…  ·  Delete…

    In support of this.

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    Monique Scharlotte supported this idea  ·  May 8, 2025
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    Monique Scharlotte commented  ·  May 8, 2025  ·  Edit…  ·  Delete…

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

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11. Multifund grant filter

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Monique Scharlotte commented  ·  May 4, 2025  ·  Edit…  ·  Delete…

    This will help generate one letter for multi fund grants.

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    Monique Scharlotte supported this idea  ·  May 4, 2025

12. Donation Advisors

    2 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 supported this idea  ·  Apr 4, 2025
    Monique Scharlotte shared this idea  ·  Apr 2, 2025

13. export button on grant summary

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Monique Scharlotte supported this idea  ·  Apr 4, 2025

14. Display age based on birthday

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Monique Scharlotte commented  ·  Apr 4, 2025  ·  Edit…  ·  Delete…

    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."

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    Monique Scharlotte supported this idea  ·  Apr 4, 2025

15. 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)

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    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Monique Scharlotte supported this idea  ·  Apr 2, 2025