77 results found
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Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity
Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.
16 votes -
Merge profile should not lose Steward or Engagement Strategy from the older profile
I had 2 households that I was merging together. The old profile had a Steward and Engagement Strategy on the profile. The newer profile did not. When I merged the older profile into the newer profile, the Steward and Engagement Strategy was lost.
I believe this is a bug and should be fixed. We should never lose any information from the old profile unless it was intentionally selected in the fields to keep when merging. The Steward and Engagement Strategy fields are not listed when merging profiles so there is no way to choose to keep the info.
16 votes -
Mark a single email address as "do not email".
If we have a constituent with multiple email addresses (work, personal, etc..), we would like the ability to mark a single email address on a profile as "do not email" vs marking all of them using the do not email link. Making a single email address inactive is not visually effective to the end-user as compared to red headings and strike-through text that the do not email function provides.
16 votes -
When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields
When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.
15 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 -
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 -
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 -
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 -
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 -
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 -
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 -
Allow Organization roles to be added from any profile/profile type
When the change was made to allow org roles to be linked with organizations and households (4-5-2024) you have to start at the organization you want to link from. It is no longer allowed from an individual to link to an organization. Please put the original ability to link from the individual to the organization back.
11 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.
10 votes -
GLM/SLM changes syncing with csuite profiles
Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.
9 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.
9 votes -
Make tasks viewable to all when in a profile or household
Copied task from an idea that was flagged "implemented" ... it is not implemented!
It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks
9 votes -
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 -
Social Media in Profiles
As we continue to grow and evolve, it would be nice for a place to put various forms of social media addresses (beyond the website and email).
9 votes -
Profile Type descriptions
It would be helpful if there was a description field that would allow us to further define a profile type to ensure there is clarity within the organization on what that type means to us.
8 votes -
Capitalization
When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.
8 votes
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