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  1. Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:

    Profiles>Duplicates> then clicking the accented name.

    In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.

    20 votes

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    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
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  2. If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.

    I cannot pull a report simply by Org Role ID "Former Member" unless…

    8 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  3. 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.

    9 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  4. We keep a directories of nonprofit consultants, local officials, and attendees of various community leadership programs on our website for the use of others. This means when an edit is done to a profile in CSuite, someone has to check to see if it also needs to be done in the directories. It would be AWESOME if there were profile designations (or some other way of tagging) that would allow us to have online directories for things other than nonprofits. It would have to be optional to have it public--we would put direct links to it on our password-protected pages…

    9 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  5. We'd like to see a field on the main page of the donor profile that allows us to enter donor biographies (2-3 sentences), we'd like it to be a field that will pull into reports. This is a feature Blackbaud offers and is so nice when pulling a donor report for staff, board, and volunteers to prepare them for donor engagement.

    15 votes

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    Proposed Idea  ·  8 comments  ·  Profiles  ·  Admin →
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  6. When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.

    There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.

    17 votes

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    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
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  7. When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.

    70 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  9. We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?

    21 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.

    Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  11. Before the system automatically creates a profile, add a 'review' step with options to choose to create the profile or add to an existing profile, or place the new profiles in a buffer where they can be easily identified and reviewed.

    Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

    16 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  12. Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  13. In Portal Options> Portal Settings allow the settings to be more granular. For example, allow 'profile updates' to be set only on profiles with 'Student' designation.

    6 votes

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  14. Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.

    9 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  15. I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!

    4 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  16. Please add the option to add particular custom fields to the edit menu of specific designations. For instance, it would be amazing if we could add a custom field to the Grantee designation's Edit menu.

    This would allow me to choose particular custom fields that would show on the edit menu of one or all of the specific profile designations. When I go to that Designation and click Edit, I will see the custom field I added and the ability to input/select a response for the custom field.

    13 votes

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    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
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  17. Our alumni are marked using custom fields. It would be helpful to be able to change these records to the new Alumni Designation using bulk updates and to have an option to import alumni records.

    6 votes

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  18. Profile > Engagement Tab - Invited Active Campaign list

    Right now when you delete a campaign from the "Invited Active Campaigns" list (under the Engagement Tab of the guest's profile) it refreshes to the related campaign page. It would make more sense to stay on the initial Profile, we were in that Profile for a purpose or we would have deleted them from the Campaign side.

    4 votes

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  19. Can we please have the option to select birthdays without a year or even a specific date?

    Sometimes we may know the Month and Year
    Other times, we may only know the Month and Day, but not a year.

    It is nice to capture this information for donor development

    115 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  20. Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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