112 results found
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Alumni Designation
The “Alumni” designation is a great option for adding education information to a profile. However, it would be better if we could rename it to “Education,” since the current label doesn’t really fit a community foundation’s needs.
3 votes -
Social Media in Profiles
Would it be possible to have an additional data field in Profiles for Social Media? Putting an organization's FB page in "website" doesn't feel right...and we often have both a website AND a social media page that we would like to keep track.
The social media page could also be included in the Nonprofit Directory GivingHub (or whatever that's called).
6 votes -
Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area
When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.
8 votes -
Include Nick Name and Birth Name Fields in Profile Search Results
Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.
17 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
69 votes -
Profile Permissions by Designation
We'd like the ability to limit profile access based on profile designations. For example, if a profile has the Vendor designation activated, only certain staff should be able to edit the profile. Right now there is only 1 set of profile permissions that isn't dependent on the designations.
3 votes -
Include attachments from emails when using the new Outlook Integration.
We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?
21 votes -
If we update an address when updating a profile, we are asked if we want to update the same address for other similar profiles. This is a ni
When updating an address to become inactive on a household, the option to update other matching addresses in the individual profiles pops up. Please remove this pop-up, as it's not possible to extend the 'inactive' status when checking the boxes. OR, allow the active/inactive settings to be extended to other profiles when checking the box. It seems ridiculous to offer an option to take action when literally no action can be taken.
2 votes -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
5 votes -
Last Note/Task Date on Donor Report
Having the last note date from a profile on the donor report would be incredibly beneficial. This may get too complicated as there are various notes (grant, fund, opportunity, etc.) vs. the specific task types that can be edited. However, it would aid philanthropic/donor services teams to easily run the donor report and view team/staff activity compared to donor/donation activity (like last donation date and donation summary data).
3 votes -
Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.
Before the system automatically creates a profile, add a 'review' step with options to choose to create the profile or add to an existing profile, or place the new profiles in a buffer where they can be easily identified and reviewed.
Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.
15 votes -
aallieri@cfpbmc.org
In Portal Options> Portal Settings allow the settings to be more granular. For example, allow 'profile updates' to be set only on profiles with 'Student' designation.
6 votes -
Make Profile address fields/windows longer on screen
Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.
9 votes -
Add Advisor field(s) to "Import donations"
It would be great if the Import Donations file had options/fields to add Advisor information. When there are giving campaigns such us Giving Days, we receive multiple donations through a third party. EX: Colorado Gives Day donations are done through Colorado Gives Foundation. We would like to import the donations individually but Colorado Gives Foundation needs to be the primary donor and the individual donors are the advisors. Thank you!
1 vote -
Add a "make public" option for the list of Philanthropic Interest Types/Grant Types
We would like to enable the “interest types” option in fund advisor portal. However, we have several grant types/interest types that we don’t want displayed publicly, and according to support you either have to display all or nothing. It would be great if there could be a "make public" checkbox or something on that order, so you could fill in the public display name and check whether or not you want that grant type displayed in the portal or not.
1 vote -
Multiple Envelope Templates
Unless I am missing a step, I would like to have multiple envelope templates. The current template puts the recipients title on the next line instead of behind their name. If I change the template to print on one line, envelopes to individuals do not print correctly.
1 vote -
see all information on initial profile page
I would like to see all necessary information directly on the profile page. Example: A donor walks in & I wasn't expecting them. I would like to see all activity they have done in the past without having to search around for it. I know I can click on vendor then on vouchers, but I would like it to be easily accessible. Thank you!
1 vote -
Ability to Add Custom Fields to the Edit Menu for Designations
Please add the option to add particular custom fields to the edit menu of specific designations. For instance, it would be amazing if we could add a custom field to the Grantee designation's Edit menu.
This would allow me to choose particular custom fields that would show on the edit menu of one or all of the specific profile designations. When I go to that Designation and click Edit, I will see the custom field I added and the ability to input/select a response for the custom field.
13 votes -
API for RE
API to connect Profiles, Donations & Fund data to RE
3 votes -
API for Salesforce
API to connect CSuite CRM, Donation, Fund and Grant data to an Account and/or Contact in Salesforce.
3 votes
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