77 results found
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Show "Deceased" in Profiles/Funds related to a deceased profile.
Currently when a profile is marked as deceased, this does not show up on the profiles and funds that have been linked to that profile so without clicking into the profile there is not an easy way to know that the profile is marked as deceased. Would really like to show "deceased" next to the profile name on the profiles and funds linked to the deceased profile.
9 votes -
Add Org Contact to Profile Import
Would like to be able to add "contact" and "contact title" when using the bulk profile import to add organizations to CSuite. Currently, to do this in bulk, a profile import needs to be completed, then a bulk update for names to add the org contact name and title. It would be great to do this all in one step. Thanks for considering this!
2 votes -
Household profiles - two birthdates
I would like the option to add birthdays to a Household profile that contains two individuals (typically a couple) who want to be recognized as one entity.... without needing to create two individual profiles.
7 votes -
Profile: Need Tax Class field to integrate from GLM
I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.
2 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
83 votes -
categories
I would like to be able to have categories or different tables for my different types of Profile Types. We like to slice and dice the different segments of profile types for board, fundholders, prospects, professional advisors, etc. and that makes for multiple different profile types for each category.
5 votes -
primary date
I fail to see the value of prim date on an address. If an address is made primary on that date each year, at what point is it made not primary? We have multiple donors/fund holders who vacation or winter somewhere other than their main place of residence. It would be great if there were start and end dates for an address to be primary or when to use that date instead of the primary.
2 votes -
create profiles from guidestar
When creating a profile from Guidestar, please do NOT add all the 990s and such to the files tab. That info is not needed inside our system and just creates stuff we have to sift through to find and attachments that we actually need.
If you can't change that - please make it possible to easily delete those files in bulk when a profile is created.
8 votes -
Merge suggestion should automatically be removed when an individual is added to household
If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.
12 votes -
Indicate if there are Relationships on a record
Hello there,
Would it be possible to indicate if there are any Relationships on a profile? It would be nice to see a number as there is with Files and Notes. I'm currently working on a clean up project and finding that I have to click on the Relationships tab for every record to see if the record is linked to an employer.
I see that there was an Idea Lab requesting an indicator already. That idea seemed to trigger the addition of a number for the Files and Notes, but it didn't seem to roll over to Relationships and…
16 votes -
Duplicate Profiles
Before a recent update the system would flag you if you put in a duplicate name or address when creating a new profile. Now the system allows for a duplicate and it's not showing under duplicates on the left side tab. We see it under the engagments tab, but it needs to be brought back out to the left side tab so that all duplicates can be managed at one time, not have to search for them one by one.
14 votes -
Profile Merge should include all fields
Coming from Raisers Edge where we had comprehensive options to include / exclude what was merged from the source profile to the target profile, we are finding some gaps for what is included with a profile merge in CSuite. We are finding data that does not come over to the target profile from the source profile which requires additional manual entries to restore all information back to the merged profile.
Below are the fields that are not being considered in the profile merge based on testing in our Sandbox as of this date (5/23/2023).
Please include --
Work Title -…
81 votes -
new profile
Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.
26 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
48 votes -
HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)
LOVE THE NEW PROFILE FORMAT - but can members of a household be links at the top instead of under the relationship tab?
From an individual profile, you have the link to go to their household profile, but it doesn't work the same way going in the opposite direction.
13 votes -
Blank Tabs grayed out or different color
Now that you've gone to a tab system it would be nice if tabs that have no information under them were grayed out or a different color. Right now you have to click on every tab to make sure you have a complete picture of the profile. If you knew that there was no information under a tab it would save time.
14 votes -
New profile change - updating addresses
With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.
13 votes -
Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab
With the new profile updates, Add Opportunity is now under Relationships. Opportunities are an engagement strategy, not a link to another profile. Please either keep Add Opportunity on the left menu for all tabs or put it under the Engagement Tab. Please put Opportunities under the Engagement Tab.
15 votes -
Sending emails in csuite
I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.
8 votes -
Preferred Contact Profile Field
Wouldn't it be so cool if we could select a preferred method of contact for donors, grantees, etc. as a default profile question instead of having to make a custom profile field? I think so. Please vote for this idea.
26 votes
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