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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.

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Julie Matthews shared this idea  ·   ·  Report…  ·  Admin →
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  • Jenny Molyneaux commented  ·   ·  Report

    I'm not sure what was implemented into the sandbox on April 27, but I echo comments that when viewing a household profile, I would like to see the members of the household on the main details screen. When viewing an Individual profile that is in a household, it states at the top of the details screen "Part of Household" with the link to the household. Please duplicate this for a household profile so you can see household members at the details screen at the top. Additionally, I don't think we need "Steward" field at the top of the details screen; it is not as vital, in my opinion. Thank you.

  • Erica Faltesek commented  ·   ·  Report

    Agree with the comment below, it seems logical that household member links would be located in a similar place on the household profile as the household link is located on the individuals' profiles (in the main details at the top).

  • Mandy Hicks commented  ·   ·  Report

    Household members are still difficult to find at the bottom of the relationships tab. Would like to see them at the top of the screen and not in one of the tabs.

  • Sam Mueller commented  ·   ·  Report

    adding my vote for what Anonymous said below. The changes made 4/27 are great, but please make the household members a link!

  • Minda Boland commented  ·   ·  Report

    This would really improve our efficiency and experience working under Households to find individual members. Thanks for your consideration of this change.

  • Rebecca Blanchette commented  ·   ·  Report

    Agree! It feels like a fair amount of digging to find household members and it is something that I much prefer to be at first glance.

  • Sarah MacCarthy commented  ·   ·  Report

    This would be very helpful for us at Park City Community Foundation! Thank you for looking into this. We would really appreciate this change.

  • Sam Mueller commented  ·   ·  Report

    I second this (or 14th! it!)
    We operate in the household profile on the norm and utilitze it as a jumping point to household members. The location of those household members is really not ideal.
    I’d be happy to elaborate for anyone that wants to better understand how we used the household profiles vs the individual profiles and how we link and manage our donors.
    Thanks!