64 results found

1. Making someone deceased should automatically mark them do not call, email, mail

   When marking someone deceased - the system should automatically mark them and any linked household as do not call, email, or mail. We are spending alot of time updating this.

   152 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   6 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Profiles: Enhanced checking the deceased checkbox to have functionality. Now when marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee.  Clients will also be able to use bulk update for the deceased field.  (Released May 2024)

2. Inactive profile should not allow you to process any transaction against it. (Gift or Grant)

   When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.

   151 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: 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… more

3. Search by EIN

   Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

   108 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   03-01-2023

   • 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
     

4. Deceased Fund Advisor

   I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!

   82 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   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 and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   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 and… more

5. Set Address/Phone Type in Profile Creation / Field in Profile Import Template

   When creating profiles, it's very tedious that you can't enter the type of address or type of phone number and have to create then edit again.

   This is especially tedious when you're uploading 200+ profiles using the profile import and have to manually go to each profile to set the address or phone number type. At the very least, having it be a field for importing profiles would be nice.

   •  

   70 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   05-03-2023

   • Profiles: 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 and designation will appear in the browser tab at the top of the page.Below this header box, profile data has been organized in tabs: Details, Relationships, Engagements, Files, Notes. The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, tasks, and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links, and Philanthropic Interest Area. Engagement tab includes: Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report called List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile. Designations will become bold as you navigate to one. The Designation pages will also follow the new tab system to allow for the profile header to stay on each page. The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.Enhancements have been made to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and will mark the the designations of vendor, student, and grantee as inactive. This will also not allow the profile to be used when selling tickets, recording donations, or creating vouchers/grants. Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.The ability to assign pronouns to a profile is now available. If populated, the pronouns will populate in the header, directly after the profile name at the top of the summary box. Up to three words can be included in the profile field. This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself. A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names. You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv. For example, you will enter she, her, hers for these three pronouns to display on a profile.When creating a profile you will now select to create an individual, household, or organization. Then once you select the type of profile to create all fields will be available on the creation of a profile. Just a reminder, foundation workflows may need to be updated with new creation of profiles.Permissions: No Permission updates with this release.
     Resources:Video
     Create and Edit a Profile
     Create and Edit Fund Advisor Profile
     Deceased and Divorced Profiles
     Delete a Profile or Profile Designation
     Engagement Strategies
     Grant Types / Philanthropic Interest Types
     Opt Out Profiles From Communications
     Parent/Child Org Relationships
     Profile Designations
     Profile Fund Categories, Link Profiles to Funds
     Profiles Overview
     Profile Relationships
     SSN Field
     

   05-03-2023

   • Profiles: 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… more

6. Search profiles by address

   In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.

   64 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   03-01-2023

   • 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
     

7. Include the type of profile in header (i.e. Individual, Household, Org)

   In the gray box where it says "Profile," include the type of profile it is (i.e. individual, household, organization). At first glance, it is sometimes hard to tell if you are looking at an organization or individual -- causing donations to sometimes be attached to the wrong profile. Or update the gray bar to different colors for different profiles.

   •  

   61 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: 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… more

8. 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.

   55 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Released 4/25/2024:

   From Summit 2024 Idea Lab Live - Profiles: Enhanced the search of profiles to not require the suffix when searching for profiles. This will allow users more search capabilities on profiles.

9. Deceased Household Profile to Show in Living Individual Profile

   When looking at a deceased household profile, it is easy to see that the profile is deceased as there is a red bar at the top of the profile page. However, when looking at an individual non-deceased profile who is a member of a deceased household, there is nothing on the living individual profile page to alert you that the household is deceased. It would be helpful if in the living individual profile, there was a note next to their household name that alerted you the household is deceased without having to click into it and verify. Thanks for considering!

   55 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  Profiles  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   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 and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   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 and… more

10. Profile Log - Include All Changes?

    Was curious if all fields in the profile area can be tracked for changes? Noticed today that linking two profiles together or unlinking has no audit log tracking. Appears the website field of a profile also is not tracked for changes. Hoping all the fields can be tracked for changes so we can know who/what/when data was changed!

    52 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    3 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Released 3/8/2024:

    Profiles: Adding logging on Profiles for Profile types, Philanthropic Interest Area, Link Profile (Org Roles/Profile Links), Link Fund (linking a Profile to a Fund via Profile Fund Category, Accounts Advised.

11. Bulk add service area to profiles

    There is the option to bulk add zip codes to a service area but it would be even more helpful if after you list profiles in a service area, you could bulk add those profiles to that service area. This way you don't have to manually go in and change all those service areas one at a time.

    42 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    8 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    This was released on 9/25/23:

    
    

    Service Areas: Added the ability to Bulk Edit Service Areas for Profiles using from Custom Reports.

12. Inactive addresses should not populate as option for print envelope feature

    When utilizing the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the inactive ones. To be sure, one must use the back button to confirm the primary. Please list the primary address as the top option and PLEASE do not list inactive addresses. This could save time and avoid many slip ups when mailing via USPS (sharing for a friend...) Thanks :)

    40 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: 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… more

13. Do Not Solicit checkbox for profiles

    For solicitations specific to the community foundation, we need to be able to filter out folks who want to hear from us generally but don't want to be asked for donations. A solicitation-specific option akin to the Do Not Call/Do Not Mail/Do Not Email would be perfect.

    39 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Implemented  ·  1 comment  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

14. anonymous indicator

    It would be helpful if all anonymous indications were shown in red.

    37 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: 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… more

15. Creating a new profile

    I would be great if you could create a new profile in one step instead of clicking create. Add name, one address, one phone, etc. and then save. Then click edit to customize profile. It would be easier to just create a new profile in the customization view instead of the short view.

    •  

    •  

    •  

    36 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    2 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: 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… more

16. Exclude prefix from profile search

    I want to be able to search by "Smith, Joe" without having to type in "Smith, Mr. Joe". The profile search used to let me put in "Smith, Joe" but since the latest update it no longer does, and when you are trying to link a profile or search for profile from donation page it doesn't ignore prefix there either. I don't always know whether the person is a Ms. Miss, Mrs. etc, so it consumes time looking through the list for the correct profile.

    31 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    3 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: 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… more

17. Add "Date Created" to profile

    Every time a donor gives online it creates a new profile. In order to make merging these profiles easier, it would be nice if you could view the date the profile was created so you can easily tell which profile is newer.

    24 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    The Created date was added to the duplicates detail table, when processing duplicate profiles. 

18. Archive Profile Types

    Our list of Profile Types is becoming longer each year. We delete types we no longer need, but it is still becoming unwieldy. It would be very helpful if we could archive Profile Types that we want to keep for the historical record so that they wouldn't appear every time we are assigning Profile Types. Similar to what has been done with Campaigns.

    24 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    The ability to archive profile types was released on 9/7/2022.  Here is the release note:  

    
    

    Archive Profile Types: From an individual profile type, clients will now have the ability to archive or delete profile types. Archiving the profile type will allow clients to keep any historical profile types for reporting and filtering. There are now separate permissions for archiving and deleting profile types. Archive and delete profile type permissions have been enabled for users in the admin group.

19. Household profile Anniversary

    It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

    23 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3.2.2023-Released Profiles: Added the anniversary field to household profiles and into custom reports.

20. New changes to profiles - see household members

    In the new changes to sandbox for profiles. Wish that when you are looking at a household - you can see the list of household members closer to the top of the screen. You have to do a lot of scrolling if that profile has profile types on it in order to see if there are household members. Having to do that scrolling is taking A LOT of time. It would be much more helpful to have the household members in the box at the top with the household. That way you can click on the link for the individual profile.

    In the new changes to sandbox for profiles. Wish that when you are looking at a household - you can see the list of household members closer to the top of the screen. You have to do a lot of scrolling if that profile has profile types on it in order to see if there are household members. Having to do that scrolling is taking A LOT of time. It would be much more helpful to have the household members in the box at the top with the household. That way you can click on the link for the individual… more

    22 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Implemented  ·  9 comments  ·  Profiles  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close