Profiles - May Release Feedback
For the new look on Profile, the Details tab should be the first tab (not the 3rd tab) and the default tab open/highlighted. Then Relationships, Engagement, Files and Notes.
Designations: Those that are enabled, should all display at the top (currently the list is static, so there could be some designations that do not apply and then some that do apply). Confusing to look at.
Custom Fields: Should align directly under the Details box or the Phones box. Right now there is a bunch of space between Details and Custom fields (when you have address, emails and a bunch of phone numbers). see screenshot
Jennifer Windram
shared this idea
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Minda Boland
commented
Ditto what Sam and Sarah said! This change would be a great improvement - thanks for your consideration!
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Sarah MacCarthy commented
Thank you for considering this change! Reach out to my coworker Sam Mueller for additional details as she is our Foundant EXPERT.
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Sam Mueller
commented
Additional feedback: Household members are now at the very very bottom of a household profile (which is where we operate on the norm) and 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! -
Sara Goetz
commented
Would agree the details should be the first tab or we can select what tab we want to see first. As well for designations, maybe an edit field at the top instead of listing them all.
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Susan Lotreck
commented
Agreed!
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Julie
commented
Was coming here to post almost the same feedback about Designations. Only the ones that apply to the profile should be shown.
Agree with the Details tab as the first tab as well.
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[Deleted User]
commented
In agreement that the "Details" should be the default, or at least have an option to set which tab we make as the default.
In addition to the layout, I've noticed that Organization profile with ACH information, moves the Addresses, Emails and Phones content, under the detail box,which makes the custom fields even further down on the page.