88 results found
-
Maiden name on profile
We would like a box for maiden name on a profile. This way we can track name changes - especially if someone received a scholarship under their maiden name but has since changed their name to marriage. Another option would just to add a box that says "other names." This would cover other types of name changes as well.
11 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.
-
Do Not Mail profile, yet Mail when vendor
Is it possible to have Do Not Mail for profile in donor mode, but Mail in vendor mode.
Some of our profiles do not wish to receive general mailouts but we still need to be able to cut a cheque using their address.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.
-
Add additional steward
Our staff would like to be able to assign more than one steward to a profile. We've created a custom field but that field isn't part of the built-in Steward functionality.
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.
-
profile type default filter includes deceased
When you "list profiles" included in a Profile Type the view defaults to pull in this filter- "Deceased: Yes, No".
Support told me there is no way to turn this off the default view, we have to delete it each time. Nobody wants a category list to pull deceased profiles automatically! Please remove this default.
Profiles>Profile Type>Select a Profile Type>List Profiles
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.
-
Fixes to similar profiles
Profiles that are already linked to a household profile should not show up as a similar profile.
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.
-
Allow option in 'Search' to only show active profiles
Add an option in the 'Search' functionality to specify 'only show active profiles'. Many times, we don't want to see inactive profiles and they are cluttering the dropdown options when matching on a name.
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.
-
Profile Merge - search by Profile ID and include Profile ID in search results
When merging profiles and searching for the other profile to merge into, it would help if we could search by profile ID and for the search results to include the profile ID as part of the listing.
9 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.
-
org roles
From the profile "relationships" tab, show the active status or end date on any associated org roles. Currently, if you're looking for relationships you'd have to click on each org role to ensure it still applies.
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.
-
Tabbing when creating or editing profiles
When creating or editing profiles, I'd rather use my keyboard to tab through the fields rather than clicking with my mouse. I'd like to have the ability to tab through the left side, then the right side of the profile followed by the address, emails, etc. It makes more sense to tab down from Work Org to Work Title rather than tab to the right from Work Org to Pronouns as those are similar fields (for example).
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.
-
Zip code auto-fill
This has been posted a few times and archived. Can we please have the auto-fill back for the city and state when you enter a zip code. This saves so much time (and spelling errors). And if the zip code does not match the city you want, just be able to edit it right there. That was always an option.
I am currently entering over 100 profiles into our system from a fundraiser we just had and the auto-fill would save me SO much time!
11 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.
-
Profile address entry improvement suggestions
I would love to have an integrated address validation tool in CSuite. It would also be helpful if City and State fields could be converted to a dropdown with editing privileges? It would limit errors and could speed up address entry. If we had a City table with editing privileges, we could minimize spelling errors in city names. I would love to be able to set a default state? I realize you have clients in other countries and with editing privileges, they could add their states to the field. Just thoughts on ways to improve our addresses.
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.
-
Allow references to profiles in 'Similar Profiles' section under Engagement tab to be deleted
Some profiles listed under 'Similar Profiles' in the Engagement tab are not related to the profile record. Allow removal of profile links listed in 'Similar Profiles'.
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.
-
Include Address Type, Inactive as part of "Update Other Profiles"
If we update an address when updating a profile, we are asked if we want to update the same address for other similar profiles. This is a nice feature except that it doesn't apply changes to address Type or Inactive. Which is particularly frustrating because we are still asked if we want to "Update Other Profiles?" when that is the ONLY thing we've changed on an address. Can you please make address Type and Inactive part of the update process? It would 1) correct the current disconnect (where we all think Type/Inactive is being applied when in reality, it isn't)…
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.
-
Duplicate profiles suggestion gone?
With the new profile updates, it appears that the suggestion to merge duplicate profiles has disappeared. Could we please have this feature back? It has helped us catch a lot of duplicate profiles, especially with credit card donations.
9 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.
-
Remove auto-capitalization of Profile name!!!
The name that shows as the 'main' name on a Profile Screen has each word auto-capitalized. [See ss attached 'caps']. This is NOT how it was entered, for a reason!! [See ss attached 'entered']. Please do not auto-capitalize text that users enter! We have constituents and organizations with lower-case parts of their names, and this auto-capitalization makes these profiles appear inaccurate.
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.
-
profile type - move save button to top of page
When you are in a profile and edit profile type, it would be great if there was also a save button at the top of the screen. If you click that you want to 'none', you still have to scroll all the way to the bottom to save. It's pretty minor but when you are updating a lot of profiles, it would be really helpful. Thanks.
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.
-
"Delete All" campaign option on profile
In order to delete a profile, you have to delete them from all campaigns they were invited to. It would be much easier if there was a "delete all" option either in the engagement tab or on the side bar.
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
-
Expand Bulk Delete
Currently, we can "bulk delete" some fields by leaving cells empty in a bulk edit import. It would be very helpful if we could have this option on all fields in the bulk edit sheets. This would allow the user to remove outdated or bad data more efficiently.
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.
-
duplicate merge - addresses
merging duplicates still brings both addresses over even if they are the same. It does not do this for phone number and emails. Told it has to do with harder to compare addresses. If thats the case, can we make this a radio button option to choose instead of the "Keep all" option on addresses
10 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.
-
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
- Don't see your idea?