66 results found
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Ability to tag merge profiles that don't appear in Engagement tab
To my knowledge we can only tag merge profiles that appear in the Engagement tab on a profile. It would be helpful if there was a way to tag two profiles for merging that don't appear in the engagement tab.
We like using the tag merge feature so staff can recommend records to merge so other staff who are assigned that ability can make the determination to do so. Sometimes we find records that we think might be duplicates that don't appear under Engagement which would make this feature helpful.
1 voteIn a profile record, there is a left side menu option titled Merge. After selecting Merge, you will be prompted to search for the profile record that needs to be merged.
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profile type
Is there a way we can select a Profile Type and add profiles to that type instead of having to go into each individual profile, edit and add the Profile type?
1 vote -
address type field
I wish there was a way to edit the Address Types in CSuite. Our Address Types were imported from FIMS. We need to updated and add some address Types. I have a Profile that has a PO Box for mail but they have a different address for the business location. We didn't have an Address Type for this in FIMS and now we are stuck with old information and no way to label the extra address on the profile with a valid Address Type.
1 voteIf I am understanding the problem correctly, there is an option to add and edit address types. In Profiles, select Profile Types from the left side menu. There is an option in the left side menu to add an address type. You can also select the ID of the address type you would like to edit.
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lbowen@cfrichmond.org
When you use the "print envelope" function from a profile, why does an inactive address come up as an option to print? Inactive addresses should not appear as an option.
1 vote -
add 'mailing label' as optional fields in Fund Advisor and Profile reports
'Mailing Label' should be an optional field to add to fund advisor and profile reports.
1 voteThere is a label field available in the Fund Advisor Fund and Profile custom reports. That is the field needed to return the mailing label text.
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new profile updates - create a profile no longer creates one in GLM; GLM links not working
Absolutely love the profile look - hoping to see for Funds too! We use both the GLM and CSuite, so we need to option to sync to the GLM when creating in Csuite (option only - some profiles do not sync over). Our settings are set to search GLM on profile create, but it's not giving that option. The links are not working as well for those with links.
1 vote
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