64 results found
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Adding a "pay" option to an email profile
In organization profiles, when we grant monies using email notifications, the email listed is the primary POC who may not be the financial person. Since we can add multiple emails to the org profile, is it possible to add an option that has "pay" so that we can check that box for the financial representative and all payment/grant notifications go to that person instead? Similar to the address options.
8 votes- Jan Monthly release: There is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page. This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still…
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Reportable time stamps for changes to profile types
It would be great if any changes made to a profiles "profile type" is time stamped and reportable via custom reports. Right now any changes also do not appear in the logs. We sometimes have donors which move from one profile type to another and we would like to capture this as part of our organisational reporting.
15 votes -
alphabetize profile links
When adding profile links - relationship/Roles to an organization it would be very helpful if that list was in alphabetic order
3 votes -
The ability to merge two organizations with different names
We have organizations that change their names and would like the ability to merge the organization with the former name into the newly named organization.
2 votesThere is an option on the left side menu of a profile to merge the profile. You will then be given the option to enter the other named profile. If you need assistance, please contact support.
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email type
Can we please add an option to select email type (home, business, personal, custom) in order to neatly organize a contact's various emails? This is extremely important to be able to communicate per a client's preferences. Many CRM's also allow a "custom type" where you can modify the type name. Thank you!
2 votesEmail is type is a customizable field. Select Profile Types from the left side menu in Profiles. A current email type can be edited by clicking into the ID. You also have the ability to Add Email Types on the left side menu.
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Ignore Suffixes on Searches
The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.
55 votesReleased 4/25/2024:
From Summit 2024 Idea Lab Live - Profiles: Enhanced the search of profiles to not require the suffix when searching for profiles. This will allow users more search capabilities on profiles.
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Profiles - Last Modified Report
The ability to create a report to see when profiles were last updated (be able to put from/to dates to see when any profile(s) were last modified)
6 votesThere is a field in profile custom reports titiled Modified Ts. This is the field needed to filter to a range of dates to review modified profiles. Please contact Success if you have questions creating this report.
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search grantee
add beneficiary + search grantee
Can the search grantee pull up more than the profile name? add ID # or something to differentiate profiles4 votes03/08/2024: Funds: Enhanced the search capabilities when adding a grant beneficiary to a fund. This new search functionality will display the profile name and address. (IDEA LAB LIVE)
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Keep Sections Collapsed Across Profiles/Funds
Some sections of information on fund and profile records (and probably other records too) are not relevant for all staff members to see. It would be great if individuals could collapse a certain section and it would stay collapsed when they went to other funds and profiles in CSuite instead of having to collapse them on each profile.
This idea is similar:
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44244876-dropdown-menus6 votes -
Creating a new profile
I would be great if you could create a new profile in one step instead of clicking create. Add name, one address, one phone, etc. and then save. Then click edit to customize profile. It would be easier to just create a new profile in the customization view instead of the short view.
36 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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Search profile by address or phone number
Being able to search a profile by address or phone number.
7 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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Household profile Anniversary
It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.
23 votes3.2.2023-Released Profiles: Added the anniversary field to household profiles and into custom reports.
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Deceased Fund Advisor
I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!
82 votesProfiles 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 and…
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Primary Phone
Is it possible to remove the red box indicating there is No Primary Phone Number on this Profile?
5 votesUsers can use the profile settings to decide with items of a profile are required when creating.
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global search label individual or organization
It would be awesome if in the Global Search bar there was a way to distinguish which profile is an Organization vs. Individuals. Some of our individual profiles have their work organization field filled in. So when you Global Search the organization we end up with multiple options but no way to distinguish which one is the primary organization profile.
11 votes -
Add "Date Created" to profile
Every time a donor gives online it creates a new profile. In order to make merging these profiles easier, it would be nice if you could view the date the profile was created so you can easily tell which profile is newer.
24 votesThe Created date was added to the duplicates detail table, when processing duplicate profiles.
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Inactive Profiles - indicate in search results that a profile is inactive
When you search in the general search box, add "inactive" after the profile name similar to how you show "deceased" after the profile name.
15 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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Bulk add service area to profiles
There is the option to bulk add zip codes to a service area but it would be even more helpful if after you list profiles in a service area, you could bulk add those profiles to that service area. This way you don't have to manually go in and change all those service areas one at a time.
42 votesThis was released on 9/25/23:
Service Areas: Added the ability to Bulk Edit Service Areas for Profiles using from Custom Reports.
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Archive Profile Types
Our list of Profile Types is becoming longer each year. We delete types we no longer need, but it is still becoming unwieldy. It would be very helpful if we could archive Profile Types that we want to keep for the historical record so that they wouldn't appear every time we are assigning Profile Types. Similar to what has been done with Campaigns.
24 votesThe ability to archive profile types was released on 9/7/2022. Here is the release note:
Archive Profile Types: From an individual profile type, clients will now have the ability to archive or delete profile types. Archiving the profile type will allow clients to keep any historical profile types for reporting and filtering. There are now separate permissions for archiving and deleting profile types. Archive and delete profile type permissions have been enabled for users in the admin group.
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Deceased Household Profile to Show in Living Individual Profile
When looking at a deceased household profile, it is easy to see that the profile is deceased as there is a red bar at the top of the profile page. However, when looking at an individual non-deceased profile who is a member of a deceased household, there is nothing on the living individual profile page to alert you that the household is deceased. It would be helpful if in the living individual profile, there was a note next to their household name that alerted you the household is deceased without having to click into it and verify. Thanks for considering!
55 votesProfiles 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 and…
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