Add filtering options for Profile Search
Inconvenience: When searching for an organization under the Profile Search, any Individual with that name listed in the organization field will also populate. This is a drawback for adding an individual's organization in this way.
Suggestion: Add a checkbox filter to include/exclude Types of Profiles (individual, household, organization) on the Profile Search screen for a more targeted search that doesn't involve using Custom Reports.
Expanded: A more advanced search filter could be useful for other scenarios. Deceased, (Relationship) Profile Types, Tax Class, etc.
5
votes
Jared Cryan
shared this idea
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Linsay Perlmutter
commented
This change would be very helpful!!!