66 results found

1. Duplicate Profiles List - Clear Ignore Only

   It would be nice if we could just clear those profiles that we have marked "ignore" and not clear out the entire duplicate list. We have a huge duplicate list to get through after migration and it would be helpful to remove some of the highlighted "ignore" profiles to make the list more manageable.

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2. Adding a "pay" option to an email profile

   In organization profiles, when we grant monies using email notifications, the email listed is the primary POC who may not be the financial person. Since we can add multiple emails to the org profile, is it possible to add an option that has "pay" so that we can check that box for the financial representative and all payment/grant notifications go to that person instead? Similar to the address options.

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   1. Jan Monthly release: There is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page. This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still allow clients the ability to filter their check list by the type of voucher they are wanting to pay. In addition we added the ability to filter by the funds checking account by using the Account_id filter. The checks buckets have now been reduced to three buckets only, voided/unused, new, posted. Viewing batches can still be done by selecting list batches from the left hand menu. Check Approval has been updated with a multi-select for approvers. Grant and scholarship letters will no longer be in the check batch area but in the grants and scholarships area within the documents bucket. These letters will appear automatically once the checks have been posted. ACH email notifications will also be sent when checks are posted. ACH content areas have been added for electronic payments that have been posted, unposted, or voided. The email will send automatically when one of these actions occur. There is a new radio button for emails called pay. The email with this checked will receive the ACH payment notification with the check detail attached. If there is not a pay email checked, the email will send to the primary email.

   1. Jan Monthly release: There is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page. This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still… more

3. anonymous indicator

   It would be helpful if all anonymous indications were shown in red.

   37 votes

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   1 comment  ·  Profiles  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

4. Include the type of profile in header (i.e. Individual, Household, Org)

   In the gray box where it says "Profile," include the type of profile it is (i.e. individual, household, organization). At first glance, it is sometimes hard to tell if you are looking at an organization or individual -- causing donations to sometimes be attached to the wrong profile. Or update the gray bar to different colors for different profiles.

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

5. Profiles - Last Modified Report

   The ability to create a report to see when profiles were last updated (be able to put from/to dates to see when any profile(s) were last modified)

   6 votes

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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   There is a field in profile custom reports titiled Modified Ts.  This is the field needed to filter to a range of dates to review modified profiles.  Please contact Success if you have questions creating this report.

6. Reportable time stamps for changes to profile types

   It would be great if any changes made to a profiles "profile type" is time stamped and reportable via custom reports. Right now any changes also do not appear in the logs. We sometimes have donors which move from one profile type to another and we would like to capture this as part of our organisational reporting.

   15 votes

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7. search grantee

   add beneficiary + search grantee
   Can the search grantee pull up more than the profile name? add ID # or something to differentiate profiles

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   4 votes

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   03/08/2024: Funds: Enhanced the search capabilities when adding a grant beneficiary to a fund. This new search functionality will display the profile name and address. (IDEA LAB LIVE)

8. Keep Sections Collapsed Across Profiles/Funds

   Some sections of information on fund and profile records (and probably other records too) are not relevant for all staff members to see. It would be great if individuals could collapse a certain section and it would stay collapsed when they went to other funds and profiles in CSuite instead of having to collapse them on each profile.

   This idea is similar:
   https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44244876-dropdown-menus

   6 votes

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9. Inactive profile should not allow you to process any transaction against it. (Gift or Grant)

   When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.

   151 votes

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

10. Search by EIN

    Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

    108 votes

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    03-01-2023

    • Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
      Resources:Create a Profile Payment
      Profiles Overview
      Profile Types
      

11. Search profile by address or phone number

    Being able to search a profile by address or phone number.

    7 votes

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    1 comment  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    03-01-2023

    • Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
      Resources:Create a Profile Payment
      Profiles Overview
      Profile Types
      

12. Ignore Suffixes on Searches

    The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.

    54 votes

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    4 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Released 4/25/2024:

    From Summit 2024 Idea Lab Live - Profiles: Enhanced the search of profiles to not require the suffix when searching for profiles. This will allow users more search capabilities on profiles.

13. Creating a new profile

    I would be great if you could create a new profile in one step instead of clicking create. Add name, one address, one phone, etc. and then save. Then click edit to customize profile. It would be easier to just create a new profile in the customization view instead of the short view.

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    36 votes

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

14. Primary Phone

    Is it possible to remove the red box indicating there is No Primary Phone Number on this Profile?

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Users can use the profile settings to decide with items of a profile are required when creating. 

15. Household profile Anniversary

    It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

    23 votes

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3.2.2023-Released Profiles: Added the anniversary field to household profiles and into custom reports.

16. global search label individual or organization

    It would be awesome if in the Global Search bar there was a way to distinguish which profile is an Organization vs. Individuals. Some of our individual profiles have their work organization field filled in. So when you Global Search the organization we end up with multiple options but no way to distinguish which one is the primary organization profile.

    11 votes

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    Implemented  ·  3 comments  ·  Profiles  ·  Delete…  ·  Admin →
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17. Inactive Profiles - indicate in search results that a profile is inactive

    When you search in the general search box, add "inactive" after the profile name similar to how you show "deceased" after the profile name.

    15 votes

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    1 comment  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

18. Add "Date Created" to profile

    Every time a donor gives online it creates a new profile. In order to make merging these profiles easier, it would be nice if you could view the date the profile was created so you can easily tell which profile is newer.

    24 votes

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    1 comment  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    The Created date was added to the duplicates detail table, when processing duplicate profiles. 

19. Profile Address Display

    Get rid of ALL the extra text in Profile addresses, emails, phones, etc. Meaning when an address is primary, simply add a dot or check, some sort of symbol vs. "Yes" same with Primary Emails, phones, etc.

    While I'm at it, get rid of the blue text that says [Do Not Mail], [Do Not Email], [Do Not Call] - this is confusing.
    There has to be a BETTER design way to display these functions.

    3 votes

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

20. Deceased Fund Advisor

    I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!

    82 votes

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    4 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and… more