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24 results found
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9 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
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Monique Scharlotte
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6 votesMonique Scharlotte
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48 votesMonique Scharlotte
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4 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Monique Scharlotte
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2 votesMonique Scharlotte
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5 votes
An error occurred while saving the comment Monique Scharlotte
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If this functionality doesn't work, why not just disable this function???? It's extremely misleading to the user.
Monique Scharlotte
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9 votesMonique Scharlotte
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20 votesMonique Scharlotte
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7 votesMonique Scharlotte
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12 votesMonique Scharlotte
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47 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Monique Scharlotte
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8 votesMonique Scharlotte
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13 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Monique Scharlotte
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27 votesMonique Scharlotte
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12 votes
An error occurred while saving the comment 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
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12 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Monique Scharlotte
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14 votesMonique Scharlotte
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An error occurred while saving the comment 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.
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14 votesMonique Scharlotte
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19 votes
An error occurred while saving the comment Monique Scharlotte
commented
In support of this.
Monique Scharlotte
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An error occurred while saving the comment Monique Scharlotte
commented
It makes zero sense to have last name, first format.
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10 votes
An error occurred while saving the comment Monique Scharlotte
commented
This will help generate one letter for multi fund grants.
Monique Scharlotte
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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.