66 results found
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Hide an org or grantee profile from fund advisor portal search
Our use case is around scholarship only org profiles showing up for fund advisors to search causing numerous problems and confusion, but there are other applications for this. So, similar to hiding funds, consider adding a checkbox either on a org profile or grantee layer that prevents the profile from being searchable via the fund advisor portal when looking for grantees.
3 votesHere is a link to a help article that explains how to make a vendor record inactive. This can be done in bulk. When a vendor record is inactive and there is a grantee designation on the profile, it is removed from the fund advisor search. You can still create grants to inactive grantee's from the back end. https://support.foundant.com/hc/en-us/articles/4414050001303-Bulk-Activate-or-Inactivate-Vendors-and-Grantees
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Allow Organization roles to be added from any profile/profile type
When the change was made to allow org roles to be linked with organizations and households (4-5-2024) you have to start at the organization you want to link from. It is no longer allowed from an individual to link to an organization. Please put the original ability to link from the individual to the organization back.
11 votes05-09-2024: Profiles: Resolved an issue with users no longer being able to link a profile to organization from the individual profile record.
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Ability to tag merge profiles that don't appear in Engagement tab
To my knowledge we can only tag merge profiles that appear in the Engagement tab on a profile. It would be helpful if there was a way to tag two profiles for merging that don't appear in the engagement tab.
We like using the tag merge feature so staff can recommend records to merge so other staff who are assigned that ability can make the determination to do so. Sometimes we find records that we think might be duplicates that don't appear under Engagement which would make this feature helpful.
1 voteIn a profile record, there is a left side menu option titled Merge. After selecting Merge, you will be prompted to search for the profile record that needs to be merged.
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New User records should default to "Individual" profile types rather than "Organization" profile types
New "User" records should create an associated "Individual" profile type rather than an "Organization" profile type.
Why does adding a new "User" to CSuite create an "Organization" profile type? Our users are people (individuals). Every time we hire new staff we have to manually convert the profile record to an individual type, and then change the profile's "org" name from "John Smith" to "Community Foundation for...". The default should be an individual record type.
3 votesReleased on 5/14/24:
Profiles: Updated Profiles to incorporate the user as a designation. This will create a new workflow when creating users. First, a profile will need to be created and then "Make" the new profile a user from the designation list. With this update, if a user is also a fund advisor, the user login information will supersede the fund advisor login information. These changes were necessary to move towards a single sign on. To easily identify profiles of both, users and fund advisors, there is a new left-side menu in Users called Login Duplicates. This will display any profiles that have user logins duplicated. Once the list of duplicates is resolved, the profiles will remove from the list.
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profile type
Is there a way we can select a Profile Type and add profiles to that type instead of having to go into each individual profile, edit and add the Profile type?
1 vote -
In Search, indicate if profile is an Organization, Household, or Individual
Add 'type of profile' in the dropdown that appears when searching for a profile as it would be very helpful to know which profiles are Organizations, Individuals, or Households.
13 votesIndividual or Org displays when searching for a profile.
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address type field
I wish there was a way to edit the Address Types in CSuite. Our Address Types were imported from FIMS. We need to updated and add some address Types. I have a Profile that has a PO Box for mail but they have a different address for the business location. We didn't have an Address Type for this in FIMS and now we are stuck with old information and no way to label the extra address on the profile with a valid Address Type.
1 voteIf I am understanding the problem correctly, there is an option to add and edit address types. In Profiles, select Profile Types from the left side menu. There is an option in the left side menu to add an address type. You can also select the ID of the address type you would like to edit.
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lbowen@cfrichmond.org
When you use the "print envelope" function from a profile, why does an inactive address come up as an option to print? Inactive addresses should not appear as an option.
1 vote -
add 'mailing label' as optional fields in Fund Advisor and Profile reports
'Mailing Label' should be an optional field to add to fund advisor and profile reports.
1 voteThere is a label field available in the Fund Advisor Fund and Profile custom reports. That is the field needed to return the mailing label text.
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profile tabs
Now that Relationships, Engagements, Files, and Notes are hidden behind tabs, it would be helpful if there was a way to tell if there was data in those sections WITHOUT having to click on them (e.g., If there are no Notes, the tab could be grayed out, or if there are notes a number in parentheses to indicate how many notes exist.)
17 votes- 6/22/2023:Profiles: Resolved an issue with case sensitivity not applying with editing addresses on a profile. Added a number to indicate how many notes/files are in a tab. Added website to the profile merge.
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Add a column to 'Profiles> List by Date' to show if the profile was created by online checkout
Add a column to the Profiles> List by Date report so it shows whether the profile was created via the online checkout or created manually.
18 votesCreated date is now a column in the Profile list view. A User could also create a profile report with a created_Ts filter. A relative date could be used and the report could be emailed weekly, monthly, etc.
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new profile updates - create a profile no longer creates one in GLM; GLM links not working
Absolutely love the profile look - hoping to see for Funds too! We use both the GLM and CSuite, so we need to option to sync to the GLM when creating in Csuite (option only - some profiles do not sync over). Our settings are set to search GLM on profile create, but it's not giving that option. The links are not working as well for those with links.
1 vote -
Default Payment Type
In the new Profiles update on 5/3/2023, I changed the Default Payment Type to Electronic on a profile, but once I saved it, the field still appears blank.
3 votesThis has been resolved
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Editing Profile Custom Fields
The new profile enhancement has doubled data entry time for the demographic info we track on students since custom fields are no longer included when you click edit. It takes too long to click edit on an individual custom field, select the answer, save it, wait for the screen to refresh, and then have to scroll back down to the custom field section to do the next one. Please go back to having all of the custom fields editable at one time.
5 votesProfiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.
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Open Profile Custom Fields to Initial Data Entry
In the release today, May 3rd, when creating a new profile, the custom fields are not available for initial entry. This causes a significant increase in time to enter each field individually as the fields are also unavailable through the main Edit option. Please open custom fields for data entry with initial profile creation.
7 votes05-09-2023- Profiles: Added the ability to complete custom fields on profile edit.
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New Profile Updates - Household Members More Visible
Household members are difficult to find at the bottom of the relationships tab. Would like to see them at the top of the screen and not buried in one of the tabs.
5 votesProfiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.
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Profile Log - Include All Changes?
Was curious if all fields in the profile area can be tracked for changes? Noticed today that linking two profiles together or unlinking has no audit log tracking. Appears the website field of a profile also is not tracked for changes. Hoping all the fields can be tracked for changes so we can know who/what/when data was changed!
52 votesReleased 3/8/2024:
Profiles: Adding logging on Profiles for Profile types, Philanthropic Interest Area, Link Profile (Org Roles/Profile Links), Link Fund (linking a Profile to a Fund via Profile Fund Category, Accounts Advised.
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pronoun bulk update
It's so great to see pronouns as a field on individual profiles! Please allow us to bulk-update pronouns for individual profiles. I would love to see that on the profile actions in custom reports but if it needs to be via bulk update (names), we can live with that too. Thank you!
5 votesProfiles: Added the ability from Bulk Update<Names to update pronoun in bulk. Clients will now the pronoun field in the last column on this export, and will be able to add pronouns using a comma to separate more that one; for example: she, her, hers
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Profiles - 4/17/2023 Release
When you are in a profile, it seems like you have to click a lot of buttons to get the household and then back to a household member. How do you get household and household member donation totals?
8 votes -
Profiles-May Release-more feedback
Is it possible to have the Create Voucher, Create Grant, Create Donation on the Details tab in the left hand menu without having to first click on a Designation? Getting to have too many clicks to navigate to needed screen.
7 votes
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