66 results found
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Add a column to 'Profiles> List by Date' to show if the profile was created by online checkout
Add a column to the Profiles> List by Date report so it shows whether the profile was created via the online checkout or created manually.
18 votesCreated date is now a column in the Profile list view. A User could also create a profile report with a created_Ts filter. A relative date could be used and the report could be emailed weekly, monthly, etc.
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profile tabs
Now that Relationships, Engagements, Files, and Notes are hidden behind tabs, it would be helpful if there was a way to tell if there was data in those sections WITHOUT having to click on them (e.g., If there are no Notes, the tab could be grayed out, or if there are notes a number in parentheses to indicate how many notes exist.)
17 votes- 6/22/2023:Profiles: Resolved an issue with case sensitivity not applying with editing addresses on a profile. Added a number to indicate how many notes/files are in a tab. Added website to the profile merge.
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Profiles - May Release Feedback
For the new look on Profile, the Details tab should be the first tab (not the 3rd tab) and the default tab open/highlighted. Then Relationships, Engagement, Files and Notes.
Designations: Those that are enabled, should all display at the top (currently the list is static, so there could be some designations that do not apply and then some that do apply). Confusing to look at.
Custom Fields: Should align directly under the Details box or the Phones box. Right now there is a bunch of space between Details and Custom fields (when you have address, emails and a bunch of…
17 votes -
Pronoun
Pronoun Field
We need a place to capture pronouns on profiles. This must be an editable field - not a drop down menu, as pronoun preferences and combinations may not match what we would anticipate in advance. I consider this request of critical importance.
It is a sign of respect and care to use a person's proper pronouns - we know from scientific research that mis-gendering people by using incorrect pronouns can have a serious impact on their mental health.
I searched Idea Lab for this topic before creating this suggestion and was disappointed to see that another user's suggestion…
17 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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Org Roles Sorted with Active On Top
We are not clear how the sort order is established for Org Roles / Profile Links. We would like to see Org Roles sorted with "Active" Org Roles followed by Inactive.
For example, we add links to our current and former board members. We would like to see our current ("active") board members at the top.
15 votes -
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 -
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 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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In Search, indicate if profile is an Organization, Household, or Individual
Add 'type of profile' in the dropdown that appears when searching for a profile as it would be very helpful to know which profiles are Organizations, Individuals, or Households.
13 votesIndividual or Org displays when searching for a profile.
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Include Website in Profile Merge
When merging two profiles, the website should be one of the options to select in the merge choices.
13 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 votes05-09-2024: Profiles: Resolved an issue with users no longer being able to link a profile to organization from the individual profile record.
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Add Stripe customer link as field in merge profile page
When you are merging two profiles because of a duplicate it would be great if the StripeID customer link field was populated on that page so you know which profile the stripe payment is attached to so that information is not lost.
11 votesThis is now displaying on the merge fields
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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 -
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.
9 votes -
Profiles - 4/17/2023 Release
When you are in a profile, it seems like you have to click a lot of buttons to get the household and then back to a household member. How do you get household and household member donation totals?
8 votes -
In Profiles - List when + Add Filter, would be nice to be able to edit filter rather than start over
In Profiles - List when + Add Filter, would be nice to be able to edit filter rather than start over
8 votes -
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.
8 votes- 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…
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Open Profile Custom Fields to Initial Data Entry
In the release today, May 3rd, when creating a new profile, the custom fields are not available for initial entry. This causes a significant increase in time to enter each field individually as the fields are also unavailable through the main Edit option. Please open custom fields for data entry with initial profile creation.
7 votes05-09-2023- Profiles: Added the ability to complete custom fields on profile edit.
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Profiles-May Release-more feedback
Is it possible to have the Create Voucher, Create Grant, Create Donation on the Details tab in the left hand menu without having to first click on a Designation? Getting to have too many clicks to navigate to needed screen.
7 votes -
Search profile by address or phone number
Being able to search a profile by address or phone number.
7 votes03-01-2023-
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
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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.
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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 votesThere 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.
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