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29 results found

  1. Allow deceased profiles to be added as donation advisor

    14 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  · 

  2. Tax Receipt Template in Donation Reporting

    14 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.

  3. editing scholarship fund

    14 votes

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

  4. Student Name Display on Scholarship Record

    20 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.

  5. 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  · 

  6. 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  · 

  7. export button on grant summary

    5 votes

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

  8. Display age based on birthday

    7 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  · 

  9. 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)

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Monique Scharlotte supported this idea  · 
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