74 results found
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Profiles: Move Similar Profiles to the relationship tab
Place "Similar Profiles" under the Relationship Tab of a profile record rather than having it under the Engagement Tab. I think Similar Profiles has more to do with Relationships and in my opinion, it is not part of an engagement.
8 votes -
Flag Duplicate Addresses
Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.
10 votes -
date format
Please have the date format consistent throughout the system. MM/DD/YYYY. If you add dates to someone's org role, the formatting starts with the year. Other places it will start with the month. It would be really helpful if they were consistent.
4 votes -
address type - apply to all linked profiles
When you add or update the Address Type (Home, Work...etc.) why does this delineation not change when it asks if you want to change this on other linked profiles with the same address? It is very inefficient to update a household address and add 'home' as the address type, check the boxes hoping it gets labeled as such, only to go back in and see the address type is blank but the address has been updated. Can the address type be updated with the "update checked profiles with this change" option too. This affects reporting when you want to sort…
4 votes -
Moving Advised Donations (Household and Members) Section
May I suggest when looking through a household (or any) profile, in the Donor tab & Donations bucket, the sections for "Donations (Household And Members)" and "Advised Donations (Household And Members)" be flipped so that it is in alphabetical order?
We initially couldn't find the section with a member with a long Donation list
1 vote -
Update profile data in CS from GLM updates
When a grantee updates their contact information in GLM, it would be nice if that information would sync over to CS either automatically or into a queue to be accepted or ignored. That way both systems are showing the same information and grantees/students can update their information in a way that reflects across all systems.
4 votes -
profile search
Is there a way to get Profiles that start with a numerical name to appear in the search i.e.Street address as the name of the ORG? When I enter the number, I only get system id numbers to appear in the search.
1 vote -
Option to mark individuals "do not mail" when marking household
When a household is marked "do not mail" offer the option to apply to other members of the household as well. Similar to how the system asks if you want to change other profiles when you make an address, phone or email change.
3 votes -
Bulk Profile Updates and Note Additions
Similar to a bulk profile import, there should be a function to mass update features of profiles that all need the same update. For example, we recently pulled our 'unsubscribe' list from MailChimp after a universal email campaign and found that 406 people would like to unsubscribe. Currently, this needs to be done manually...going into each profile to select "do not email" and then adding a note as to why we are marking them this way. It would be fantastic to have an option to upload a CSV with a 'command' to mark profiles from the unsubscribe report with an…
13 votes -
Can Phone Types Match Email Types?
You archived my last idea to allow us to edit Phone Types. So I'm going to try again...
As there is currently no way to edit Phone Types to expand the options available, can you marry the Phone Types to the Email Types so that we have a broader set of options for Phone Types?
2 votes -
profile type
Display Profile Type in the main profile information, not under Relationships. The profile type is one of the most important pieces of information when contacting donors, but is currently hidden under 'relationships', so one must remember to click there to see that information. Our team thought that the attributes previously assigned were gone, but it seems they've just been hidden. While I now know where this information is, it's still not easy for those who do not use CSuites every day to find the information.
11 votes -
Automatic Birthday Emails
Our organization would like to input a generic birthday email template into Community Suite that automatically populates donor info on their birthday and sends to the donor.
5 votes -
birthday - option to not include year
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
58 votes -
phone number extension
Work Phone No. - Many facilities include an extension. Would be nice to be able to add phone number followed by ext. or extension. Perhaps a new field with phone extension. At the moment workaround is to use Other Details.
3 votes -
Make it possible to change Profile Fund Category without Unlinking/Relinking
It would be great to be able to change a Profile Fund Category by simply selecting a new category from the table, rather than having to unlink the profile from the fund then re-link the profile and fund with the new category.
6 votes -
Flagging duplicate EINs
Can the system flag it when we try to create an organization profile that has the same EIN that is already in our system?
6 votes -
profile type - add note option
Would like a notes option for each Profile Type so that you can add a little history about what your intention behind the profile type was. Could also help with old profile types that were integrated from FIMS that are listed a little differently in CSuite.
6 votes -
Export Gifts from Donor Profile
Be able to export all gifts made by a profile directly from their donor designation. Similar to how gifts to a fund can be exported.
1 vote -
Decouple the inactive button from the deceased button
When you mark a profile deceased, it is automatically marked inactive and you have to reopen it to make that change. Not all deceased profiles are inactive - we pull them frequently but if they're also marked inactive they might not get pulled.
4 votes -
Email bulk receipts even if a profile doesn't have a primary email
Email bulk receipts with a custom message even if a profile doesn't have a primary email set up. Rather than stop the email job entirely if no email is on a profile, run an exceptions report so we can correct profiles that do not have a primary email set up.
2 votes
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