88 results found
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Bulk remove "Profile Is" tag(s)
I want to be able to bulk remove “is donor” tag from profiles that have no donation.
This will be good for reporting, and make the “is donor” tag is accurate and meaningful.Other thoughts:
1. This could be helpful for other categories (is vendor, is student, etc.) for data hygiene
2. Removing 'is donor" or other tag will also remove any data captured in that area, so a warning label or pop-up would likely be a good idea if this was added
3. If added, there should also be permissions setting on who has the ability to do this5 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 yo
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Archive Profiles
After 30 years of data, and years and years of it an inarguably sloppy mess, our database needs some sprucing up. We would like to 'file away' at least a decade's worth of single-gift donors that have never, ever, ever been heard from again. Would love a way to archive entire profiles from a custom report!
We don't to want to get rid of them (and obviously can't because of a financial transaction), but we also don't want them cluttering up search lists and mailing lists and reports etc on the regular.
11 votes5/3/2023: 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…
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Make Individual, Household, and Organization Functionality Changed
Before the profile links changed, it used to be the case where the left-hand side had options of "Make Individual," "Make Household," and "Make Organization" would show up no matter what. But now, if a profile has any org role link, I guess you can't see those options anymore. So the workaround is to delete the profile links. You have the opportunity to convert the profile to household, individual or organization, and then you have to reassign the profile link. It is an unnecessary workaround; I had to go through C-Suite chat support to understand this was the case.
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
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Make salutation searchable
Please make the salutation field searchable. Most community foundation employees will know a donor/fundholder by their nickname, not their full name. I have run into many situations where it is impossible to find someone as their full name is in no way related to their salutation/nickname.
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
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Required Profile Fields - Different By Type
It's great to now be able to require certain fields when creating a new profile. However, the fields specified apply to all 3 types - Individuals, Households and Organizations. It would be better if there was a separation of required fields. For instance, Salutation and Mailing Label might be great for individuals and households, but not for organizations. Can we get different requirements for the 3 types?
7 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
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Add Internal Grants to Donation Summary (Direct & Advised)
Donor Advised Fund gifts to our operations or other internal fund do not appear in the "Donation Summary (Direct And Advised)" section of a donor profile. We'd love to see this feature added. Without it, we're not getting the full picture of a donor's giving in a particular year.
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
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zip codes
Can we have the feature back where you enter a zip code and the system auto populates the city? This has been proposed in the past and the idea was archived. It was extremely useful when we first started with Community Suite and we were disappointed when it changed.
25 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
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work organization
It would be helpful for the "work organization" field in a profile to be a searchable/self-populating type field (like for funds, etc) so that you can link a profile to their employer easier.
4 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.
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import profiles
When importing donations or profiles, the prefix field is problematic. If I have Mary Smith and 123 Main Street, and C-Suite has Ms. Mary Smith at 123 Main Street, it doesn't register that those two are the same and add the donation to that profile. Same with households.
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
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custom fields
I am looking for a way to combine donation activity in reports for donors who give through multiple profiles (i.e. household profile, a family foundation, a trust, or a DAF at another institution.) These donations are linked the household as "donor advisor" and the profiles are linked, but I am unable to run reports (custom or preset) that produce accurate totals of donations or the count of donor where the activity for one of these multisource donors is combined as one. Ideally there would be a way to create a "master donor" profile that links all of the related profiles…
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
P.S. Have you looked at the Donor Rollup Report? You can add filters to this report if needed.
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donor records search
When searching for a donor profile, I encounter (in the dropdown) entries from the legal name field, first and last name fields, and household name field. Without some additional description (ie profile number or descriptive acronym, such as "HH" for household), I end up clicking on each instance of someone's name, just to be sure I'm not looking at a duplicate record. Also, why is the one fund listed twice in this search?
4 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
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NCOA Address Changes
In order to process address changes from NCOA processing, you need to know the Profile Address ID. We commonly use a campaign for our mailings, but when exporting that list, it doesn't contain that field. If we use a custom report, like Profile Address, it's available, but the campaign field that the donor is in for the mailing isn’t. That forces us to export the list from Profile Bulk Update/Addresses and use it with VLOOKUPs. Even that can be problematic if the NCOA processor has standardized our donor names when the list is returned since we have to match multiple…
7 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.
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Global search include Legal Name
It would be helpful that when Legal First name or Legal name is populated that a global search includes those names. Example: Harold W. Smith goes by "William", so in the name field that's what we have entered on his profile. However, when a check from "William" comes, the check lists only his legal name. So when I do a search for "Smith, Harrold" (as listed on the check) nothing comes up. If I don't personally recognize the name I'll end up creating a duplicate record. It would be so helpful that if I typed in "Smith, Harrold" the search…
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.
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Profile Type fields with logic
Would be great to only see the fields you need for the type of profile you are entering. All the tax #'s website, etc fields would never be used for an individual. What if we chose the type first and then we just get the necessary fields? Would be so much easier on the eyes and stress of mis-entering.
2 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
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donor address and profile address
When a donor has a change of address, there should be a way to make sure that it is changed everywhere it appears. Currently, the donation address stays in the system and the system will occasionally pull that incorrect address when we are pulling data for a mailing to donors. There is no value to having an old primary address associated with a donor's current profile. It's crazy to not know where to pull for a simple mailing - we should not have to think about it.
7 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.
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Duplicate phone number clean up in Profiles - don't include fax numbers
Why is it the "work" number doesn't come up in the duplicate clean up area but "fax" numbers do? These are generally work fax numbers as well and it creates alot of unnecessary review in the duplicate area.
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
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update other profiles?
If you are updating or entering an Address Type on a record, the popup to apply the update to other addresses appears. You check the other addresses, select "Update Checked Items" and the page refreshes. But the other profile Address Types are NOT updated.
Include Address Type for updating or have a response from the system that it isn't included in the update other profiles batch.
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.
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In Profiles, show 10 or so last opened profiles
Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?
18 votes -
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
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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
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