75 results found
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Profile Merge should include all fields
Coming from Raisers Edge where we had comprehensive options to include / exclude what was merged from the source profile to the target profile, we are finding some gaps for what is included with a profile merge in CSuite. We are finding data that does not come over to the target profile from the source profile which requires additional manual entries to restore all information back to the merged profile.
Below are the fields that are not being considered in the profile merge based on testing in our Sandbox as of this date (5/23/2023).
Please include --
Work Title -…
78 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
73 votes -
Linking profiles to funds- multiple links at a time
It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…57 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
47 votes -
Add option to create a letter from a profile
I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!
47 votes -
birthday - option to not include year
Can we please have the option to select birthdays without a year or even a specific date?
Sometimes we may know the Month and Year
Other times, we may only know the Month and Day, but not a year.It is nice to capture this information for donor development
43 votes -
email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
35 votes -
Add Permission to View ACH Details in Profiles
We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.
We would like to the option for a small number of users to be able to view the settings (including the full account number).
This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the…
34 votes -
Exclude suffix from profile search
When searching for an individual who has a suffix, that suffix needs to be typed in after the last name to be able to find that profile. Not all staff are aware that a suffix is found on the profile to know to include it in the search. It would be more helpful if we didn't have to type in the suffix and instead just the last name, comma, and first name.
For example, searching "Smith, Joe" would return "Smith Jr., Mr. Joe W.". Right now, it doesn't.
31 votes -
Profiles: required fields - visually display which fields
Nice that you added the ability to designate required fields for profiles. An enhancement would be to indicate which fields are required when creating a new profile --- such as an asterisk or red field label to indicate that a field is required. Rather than clicking Save only to find that those fields were not filled in.
30 votes -
Ignore Suffixes on Searches
The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.
28 votes -
Batch update "Do not email"
We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.
27 votes -
new profile
Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.
26 votes -
Preferred Contact Profile Field
Wouldn't it be so cool if we could select a preferred method of contact for donors, grantees, etc. as a default profile question instead of having to make a custom profile field? I think so. Please vote for this idea.
26 votes -
Bulk Update Address - Do Not Mail
I would be really helpful if we had the option to set "Do Not Mail" in bulk address updates. This has come up several times now.
22 votes -
Donor Contact
Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.
22 votes -
profile search
I would like to hit enter from the profile search bar and get a page showing all the ones that come up, not just a drop down. I am very visual and would like to see blocks on a page and then be able to tag merges from there (among other things). Otherwise your clicking, hunting and packing to accomplish what you want to...
19 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
18 votes -
Profile Types & Permissions
We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…
17 votes -
Indicate if there are Relationships on a record
Hello there,
Would it be possible to indicate if there are any Relationships on a profile? It would be nice to see a number as there is with Files and Notes. I'm currently working on a clean up project and finding that I have to click on the Relationships tab for every record to see if the record is linked to an employer.
I see that there was an Idea Lab requesting an indicator already. That idea seemed to trigger the addition of a number for the Files and Notes, but it didn't seem to roll over to Relationships and…
16 votes
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