64 results found
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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…
17 votes5/3/2023: 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…
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pronoun bulk update
It's so great to see pronouns as a field on individual profiles! Please allow us to bulk-update pronouns for individual profiles. I would love to see that on the profile actions in custom reports but if it needs to be via bulk update (names), we can live with that too. Thank you!
5 votesProfiles: Added the ability from Bulk Update<Names to update pronoun in bulk. Clients will now the pronoun field in the last column on this export, and will be able to add pronouns using a comma to separate more that one; for example: she, her, hers
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Add Stripe customer link as field in merge profile page
When you are merging two profiles because of a duplicate it would be great if the StripeID customer link field was populated on that page so you know which profile the stripe payment is attached to so that information is not lost.
11 votesThis is now displaying on the merge fields
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Org Roles Sorted with Active On Top
We are not clear how the sort order is established for Org Roles / Profile Links. We would like to see Org Roles sorted with "Active" Org Roles followed by Inactive.
For example, we add links to our current and former board members. We would like to see our current ("active") board members at the top.
15 votes -
Default Payment Type
In the new Profiles update on 5/3/2023, I changed the Default Payment Type to Electronic on a profile, but once I saved it, the field still appears blank.
3 votesThis has been resolved
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address type field
I wish there was a way to edit the Address Types in CSuite. Our Address Types were imported from FIMS. We need to updated and add some address Types. I have a Profile that has a PO Box for mail but they have a different address for the business location. We didn't have an Address Type for this in FIMS and now we are stuck with old information and no way to label the extra address on the profile with a valid Address Type.
1 voteIf I am understanding the problem correctly, there is an option to add and edit address types. In Profiles, select Profile Types from the left side menu. There is an option in the left side menu to add an address type. You can also select the ID of the address type you would like to edit.
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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
108 votes03-01-2023-
Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
Resources:Create a Profile Payment
Profiles Overview
Profile Types
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Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
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anonymous indicator
It would be helpful if all anonymous indications were shown in red.
37 votes5/3/2023: 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…
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mulanowski@legacyfdn.org
Can you add a search function for profiles by profile ID?
4 votes -
Create an address type
It would be awesome if we could create our own address type. I understand there are several on the dropdown for business, home, etc. But it would be nice to create a separate address type if possible. We ACH our designated grants June 1st every year... but before sending them out we like to address them a letter/email to notify them of the ACH and see if they need to update their ACH information. I would like to be able to put an "ACH Address" on the profile when the address is different for the ACH vs. where we would…
3 votesThere is a current option to set your own address types. In Profiles, select Profile Types from the left side menu. You should then see an option to Add Address Type. That allows you to add a new address type. If you have further questions, please reach out to support.
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lbowen@cfrichmond.org
When you use the "print envelope" function from a profile, why does an inactive address come up as an option to print? Inactive addresses should not appear as an option.
1 vote -
add 'mailing label' as optional fields in Fund Advisor and Profile reports
'Mailing Label' should be an optional field to add to fund advisor and profile reports.
1 voteThere is a label field available in the Fund Advisor Fund and Profile custom reports. That is the field needed to return the mailing label text.
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Include Website in Profile Merge
When merging two profiles, the website should be one of the options to select in the merge choices.
13 votes -
drahn@cfnem.org
Does anyone know why anytime you put in a new profile that it wants to sync it with GLM profiles. This sets up for more error on my end, since I don't have anything to do with GLM and takes more time with more steps. Am I the only one that feels this way, or is there a way to shut off this feature?
3 votesProfiles: Resolved an issue with GLM search being required on every profile creation.
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bulk inactivate profiles
It would be great if we could make profiles inactive from a report or list of profiles. We sent out a file to identify deceased persons. It's been a minute since that has been done and we received back more than 1200 as deceased. It's going to take quite a bit of time to manually touch every one of those profiles to mark them as, at the minimum, inactive. If inactivate was an option for bulk updates, that would be wonderful. It would need to be protected somehow so just everyone didn't have the ability to make mass profiles inactive.
4 votes5/3/2023: 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…
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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 -
new profile updates - create a profile no longer creates one in GLM; GLM links not working
Absolutely love the profile look - hoping to see for Funds too! We use both the GLM and CSuite, so we need to option to sync to the GLM when creating in Csuite (option only - some profiles do not sync over). Our settings are set to search GLM on profile create, but it's not giving that option. The links are not working as well for those with links.
1 vote -
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.
4 votesThere is currently an add image option in the left side menu when viewing a profile. This will allow you to upload a picture.
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last grant date on profile
It would be wildly helpful if the last grant date was an option for reports on grantees. In other words, you could pull a profile report that would also tell you the last date that the profile received a grant.
5 votes -
Duplicate Profiles List - Clear Ignore Only
It would be nice if we could just clear those profiles that we have marked "ignore" and not clear out the entire duplicate list. We have a huge duplicate list to get through after migration and it would be helpful to remove some of the highlighted "ignore" profiles to make the list more manageable.
9 votes
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