132 results found
-
Add Secondary Steward to Profiles/Funds
Similar to having secondary assignees to opportunities, it would be extremely beneficial if we could add secondary stewards to profiles and funds. Right now, the limitation to one steward per profile is problematic as we have profiles with more than one fund which have different stewards.
41 votes -
Auto-Populate Names
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle…
43 votes -
An easier way to link a note to multiple funds or profiles
Right now you have to copy a note to a profile or fund - there is no way to automatically, upon the time of note creation, to link to multiple profiles for funds. For instance, when we add a note to an individual profile, it would be far more efficient to choose to link at the time of note creation to their workplace, other profiles, or to multiple funds.
19 votes -
Add filtering options for Profile Search
Inconvenience: When searching for an organization under the Profile Search, any Individual with that name listed in the organization field will also populate. This is a drawback for adding an individual's organization in this way.
Suggestion: Add a checkbox filter to include/exclude Types of Profiles (individual, household, organization) on the Profile Search screen for a more targeted search that doesn't involve using Custom Reports.
Expanded: A more advanced search filter could be useful for other scenarios. Deceased, (Relationship) Profile Types, Tax Class, etc.
7 votes -
EIN as a field for "Duplicate" tagging and merging
Currently, there are only a few fields that flag for duplicate profiles (address, for example). We believe it would be helpful if EIN could be added as a field for scanning (and tagging) duplicate profiles.
5 votes -
Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
39 votes -
jeanette@communityfoundationci.org
Please follow USPS Postal Addressing Standards Publication 28 (attached for reference) when validating and suggesting mailing addresses on profiles. Currently, CSuite recommends address corrections that do not follow USPS standards, and it causes mail to be returned as undeliverable; example attached. The address validation tool is helpful, and we want to use it, but the tool should be based on USPS standards which it currently is not. Fellow CSuite users, please support this idea! Thank you!
4 votes -
Duplicate Names - Separate by Type of Profile
Allow Potential Duplicates to be separated by type of profile: for example separate potential duplicate org profiles from potential duplicate individual profiles. In the screenshot included, you'll see individuals and orgs are in the same list.
9 votes -
Fund Group Listed in Profile Record
When in the Profile record, it would be helpful for the view in the Relationship tab of the Fund Profile to include the fund group. We need that information for the view to keep from having to open each fund if a fundholder asks about their "Donor Advised Funds", for instance.
4 votes -
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles.
When you mark a profile as "Do Not Mail" or similar it would be great if there was the option to update linked profiles to the same status. Similar to how when an email address is updated, we're asked if we want to update all instances.
4 votes -
Profile Type Report - Total Profiles
We would like to be able to run a report or somehow be able to see how many Profiles have a specific Profile Type. There is no way to quickly access this in a single report - we have to run a report for each Profile Type, then see how many profiles populate. Having a list to easy reference the number of profiles that have a Profile Type would be helpful to keep the data clean and up to date.
5 votes -
Inactive Contact Information - Move or Hide
When a piece of contact information is marked inactive, it should either be moved to the bottom of the list or moved to a different tab. It also should not show up at the top of the profile screen.
Examples attached:
- Screenshot showing inactive address at the top of the addresses list
- Screenshot showing an inactive address in the primary address section at the top of the screen when both addresses were marked as inactive
3 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
22 votes -
An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.
Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.
24 votes -
Bulk Archive Profile Type
As foundations grow, it's common to end up with profile types that are no longer in use. Cleaning those up currently means archiving profile types one at a time, which gets tedious fast.
The idea: add a bulk archive option at the profile type level, allowing admins to select profile types and archive in bulk.
This would be a big time saver during database cleanup, data audits, or any time profile types are being consolidated.
3 votes -
Search via DBA field
It would be really nice if we could search via the DBA field. We miss the ability to search via "aliases" in our old CRM. We run the risk of creating duplicate records and potentially missing important notes on existing records if we can't find them via their name.
3 votes -
Restrict Visibility of Custom Fields by Staff Role/Permission
Currently, any staff member with access to view a profile can see all fields on that profile, including custom fields. This creates a challenge for foundations that want to store sensitive information, such as wealth screening data or estimated net worth in CSuite, but only want certain staff members to have visibility into those fields.
We would like the ability to:
- Mark a custom field as restricted or private.
- Control which staff roles or individual users can view that field.
- Hide the field entirely from users who do not have the appropriate permission, rather than simply displaying a blank value.
…
2 votes -
USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
18 votes -
Email History: Display Attached files (non-system generated)
My understanding is that on the Email History on a Profile, it will only display the file that was attached if it's system-generated.
It would be useful to display the attached file for emails sent MANUALLY through CSuite, too.
9 votes -
Add "planned giver" and "prospect" designations
We would like to add two designation types to the existing options: Planned Giving/Gift/Giver (whatever makes more sense) and Prospect. We currently use a Profile Type, but it hides that under the Relationships tab. It would be helpful to see they have a planned giving commitment at the native profile level, just as easily as whether a profile is a Donor. We also anticipate this will give us other ways to run reports and dashboard data not currently available.
4 votes
- Don't see your idea?