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68 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.

    41 votes

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    Under Consideration  ·  0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  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.

    134 votes

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    Under Consideration  ·  3 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 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.

    51 votes

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  4. Pronoun

    Pronoun Field

    We need a place to capture pronouns on profiles. This must be an editable field - not a drop down menu, as pronoun preferences and combinations may not match what we would anticipate in advance. I consider this request of critical importance.

    It is a sign of respect and care to use a person's proper pronouns - we know from scientific research that mis-gendering people by using incorrect pronouns can have a serious impact on their mental health.

    I searched Idea Lab for this topic before creating this suggestion and was disappointed to see that another user's suggestion…

    12 votes

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    Under Consideration  ·  2 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 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

    103 votes

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    Under Consideration  ·  3 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 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 :)

    9 votes

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    Under Consideration  ·  0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  7. anonymous indicator

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

    31 votes

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    1 comment  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Profile Types & Permissions

    We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…

    6 votes

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    1 comment  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Required Profile Fields - Different By Type

    It's great to now be able to require certain fields when creating a new profile. However, the fields specified apply to all 3 types - Individuals, Households and Organizations. It would be better if there was a separation of required fields. For instance, Salutation and Mailing Label might be great for individuals and households, but not for organizations. Can we get different requirements for the 3 types?

    6 votes

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    1 comment  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Making Tasks Viewable to All

    THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks

    9 votes

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  11. zip codes

    Can we have the feature back where you enter a zip code and the system auto populates the city? This has been proposed in the past and the idea was archived. It was extremely useful when we first started with Community Suite and we were disappointed when it changed.

    8 votes

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  12. In Profiles - List when + Add Filter, would be nice to be able to edit filter rather than start over

    In Profiles - List when + Add Filter, would be nice to be able to edit filter rather than start over

    8 votes

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  13. profile search

    I would like to hit enter from the profile search bar and get a page showing all the ones that come up, not just a drop down. I am very visual and would like to see blocks on a page and then be able to tag merges from there (among other things). Otherwise your clicking, hunting and packing to accomplish what you want to...

    6 votes

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  14. Bulk remove "Profile Is" tag(s)

    I want to be able to bulk remove “is donor” tag from profiles that have no donation.
    This will be good for reporting, and make the “is donor” tag is accurate and meaningful.

    Other thoughts:
    1. This could be helpful for other categories (is vendor, is student, etc.) for data hygiene
    2. Removing 'is donor" or other tag will also remove any data captured in that area, so a warning label or pop-up would likely be a good idea if this was added
    3. If added, there should also be permissions setting on who has the ability to do this

    4 votes

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  15. Archive Profiles

    After 30 years of data, and years and years of it an inarguably sloppy mess, our database needs some sprucing up. We would like to 'file away' at least a decade's worth of single-gift donors that have never, ever, ever been heard from again. Would love a way to archive entire profiles from a custom report!

    We don't to want to get rid of them (and obviously can't because of a financial transaction), but we also don't want them cluttering up search lists and mailing lists and reports etc on the regular.

    4 votes

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  16. 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.

    9 votes

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  17. NCOA Address Changes

    In order to process address changes from NCOA processing, you need to know the Profile Address ID. We commonly use a campaign for our mailings, but when exporting that list, it doesn't contain that field. If we use a custom report, like Profile Address, it's available, but the campaign field that the donor is in for the mailing isn’t. That forces us to export the list from Profile Bulk Update/Addresses and use it with VLOOKUPs. Even that can be problematic if the NCOA processor has standardized our donor names when the list is returned since we have to match multiple…

    4 votes

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  18. Global search include Legal Name

    It would be helpful that when Legal First name or Legal name is populated that a global search includes those names. Example: Harold W. Smith goes by "William", so in the name field that's what we have entered on his profile. However, when a check from "William" comes, the check lists only his legal name. So when I do a search for "Smith, Harrold" (as listed on the check) nothing comes up. If I don't personally recognize the name I'll end up creating a duplicate record. It would be so helpful that if I typed in "Smith, Harrold" the search…

    4 votes

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  19. Make Individual, Household, and Organization Functionality Changed

    Before the profile links changed, it used to be the case where the left-hand side had options of "Make Individual," "Make Household," and "Make Organization" would show up no matter what. But now, if a profile has any org role link, I guess you can't see those options anymore. So the workaround is to delete the profile links. You have the opportunity to convert the profile to household, individual or organization, and then you have to reassign the profile link. It is an unnecessary workaround; I had to go through C-Suite chat support to understand this was the case.

    3 votes

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  20. profile pictures

    In addition to attaching files, it would be nice if we could attach a profile picture. This would be helpful for board members, committee members, fund advisors, etc.

    3 votes

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