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.
71
votes
Melissa Edgington
shared this idea
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
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Janinne Nocco
commented
This will save so much time.
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Mindy Cleave
commented
When creating a profile, there is no option to select the Contact Information "Type" for mailing address, phone or email. I would like to be able to identify work/home etc while creating the profile instead of having to create then edit to update those fields.
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Edna Gibson
commented
Please oh please! For my sanity, make this happen!
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Jenny Praytor
commented
Would it be possible to select the address type as you are creating the record (rather than having to save the record, then edit to add the type)?