88 results found
-
make address, phone, email primary without editing
Would love to be able to mark an address, phone and email as primary without having to open the profile to edit.
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
-
Profile Date Created make a filter
Can the Profile date created be a included in the filter list?
6 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Include "Profile Types" in Copied Profiles
When you copy a profile in CommunitySuite, the "donor" "vendor" etc. profile types do not carry over into the new, duplicated profile. This would be helpful for organizations working on organizing their profiles that include a network of individuals and organizations.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Profile Type Tree List
Can the profile types get some organization? Like a tree list or something?
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Show age by birthday in profile
Automatically calculate the age based on today's date and display next to the birth date in the profile
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Option for multiple Engagement Strategies on a profile
It would be helpful if you could assign/tag profiles with multiple Engagement Strategies. We would like to assign profiles with their respect charitable priorities and interests- i.e. donor has interest in numerous in education, arts, human rights, etc. Currently profiles can only be assigned a single engagement strategy
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Track demographics on profile record
In FIMS we were able to track the demographics of our donors and used this to help prioritize who and how we reached out to grow our donor base. We were able to track ethnicity however as we migrate to CSuite, there is nowhere for that data to land.
This type of data helps our organization "myth bust" who our donors are in an incredibly powerful way.
8 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
There are several ways to track demographics on a profile, profile types, custom fields, service areas, engagement strategies.
-
Provide an "Add Steward" button to the left of a Profile
It would save time to have an "Add Steward" button on the screen to the left of a Profile. This would be faster than editing the profile.
2 votesIn order to reduce the number of options in the left side menu, it was decided to keep the option to add a steward to a profile in the edit view.
- Don't see your idea?